Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Matthews is a financial advisor with over 30 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC and has previously held positions with UVEST Financial Services Group, INC., INVESTMENT PROFESSIONALS, INC., NATCITY INVESTMENTS, INC., CITIZENS INVESTMENT SERVICES CORP., DREYFUS INVESTMENT SERVICES COMPANY, LLC, DREYFUS FINANCIAL SERVICES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MML INVESTORS SERVICES, INC. and G. R. PHELPS & CO., INC. Jeffrey holds Series 7, 24, 63 and 65 securities licenses and the SIE.
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.
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.
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2
PA
02/02/2009 - Present
Allstate Financial Services, LLC (MONROEVILLE PA)
PA
02/15/2008 - 01/23/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WEXFORD PA)
PA
02/09/2007 - 02/05/2008
INVESTMENT PROFESSIONALS, INC. (LEECHBURG PA)
PA
07/08/2003 - 11/10/2006
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
RI
05/08/2002 - 07/11/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
09/15/2000 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
09/15/2000 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
IN
06/29/1998 - 09/13/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/29/1998 - 09/13/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/01/1996 - 07/01/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/25/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 01/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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