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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bieling is an investment advisor representative with Moors & Cabot, Inc. Jeffrey is licensed in 19 states, primarily in the Northeast, and has been in the financial industry since 1994. He has previous experience with several firms including Merrill Lynch, Citigroup Global Markets Inc., and Brown & Company Securities Corporation. Jeffrey offers a variety of services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jeffrey's expertise lies in working with high-net-worth individuals, corporations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
01/16/2009 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
01/23/2004 - 01/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLAND MA)
NY
03/06/1998 - 02/10/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/26/1995 - 03/11/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/14/1995 - 03/14/1995
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
CA
02/07/1992 - 03/17/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
01/04/1991 - 12/05/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/04/1991 - 12/05/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 02/10/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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