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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 Dyer is a financial advisor who has been in the industry since 2001. Jeffrey Dyer is registered with Park Avenue Securities LLC. He is also registered as an Investment Advisor Representative (IAR) in Pennsylvania. Jeffrey Dyer was previously affiliated with CETERA ADVISOR NETWORKS LLC, Blue Vase Securities, LLC and Citistreet Equities LLC. Jeffrey Dyer holds the Series 6, Series 63, and SIE licenses. Jeffrey Dyer specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Jeffrey Dyer offers a range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
11/27/2023 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
PA
10/24/2005 - 08/15/2023
CETERA ADVISOR NETWORKS LLC (SEWICKLEY PA)
PA
10/10/2005 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
NJ
04/20/2001 - 10/17/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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