Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dominic Dattolo is a financial advisor with M Holdings Securities, Inc. based in Portland, Oregon. Jeffrey has been in the financial services industry for over 30 years and holds Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Prior to joining M Holdings Securities, Inc., Jeffrey held positions at firms such as Nationwide Securities, LLC, Capitol Securities Management, Inc., PTS Brokerage, LLC, First Montauk Securities Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and John Hancock Distributors, Inc. Jeffrey focuses on providing financial planning services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
10/29/2010 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NJ
04/01/2009 - 11/01/2010
NATIONWIDE SECURITIES, LLC (CRANFORD NJ)
NJ
06/20/2008 - 03/13/2009
CAPITOL SECURITIES MANAGEMENT, INC. (WAYNE NJ)
NJ
01/15/2008 - 06/23/2008
PTS BROKERAGE, LLC (MOUNT LAUREL NJ)
NJ
12/01/2003 - 12/31/2005
FIRST MONTAUK SECURITIES CORP. (FAIRFIELD NJ)
NY
06/29/1998 - 12/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
11/14/2003 - 11/14/2003
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MA
03/03/1998 - 08/03/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/20/1994 - 02/23/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/20/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
DE
09/02/1987 - 11/24/1993
PML SECURITIES COMPANY (NEWARK DE)
NA
08/05/1987 - 12/13/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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