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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 Douglas Anderson is a financial advisor currently registered with Mackay Shields LLC. Jeffrey's experience in the industry spans over three decades, having held previous roles with firms such as NYLIFE Distributors LLC, Quasar Distributors, LLC, First Fund Distributors, Inc., Mimlic Sales Corporation, Prudential-Bache Securities Inc., and John G. Kinnard and Company, Incorporated. Jeffrey holds the Series 7, Series 63 and Series 65 licenses and has earned the Chartered Financial Analyst designation. Jeffrey is also a Registered Investment Advisor and holds a specializations in Portfolio Management for Businesses, Individuals, Investment Companies and Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/06/2024 - Present
MacKay Shields LLC (NEW YORK NY)
NJ
04/28/2009 - 04/16/2019
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
ME
10/30/2008 - 12/31/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
10/04/2001 - 10/20/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
05/05/1997 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
MN
03/04/1991 - 11/30/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
11/11/1983 - 12/19/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
09/30/1981 - 11/04/1983
JOHN G. KINNARD AND COMPANY, INCORPORATED
IA
Issued 06/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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