Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pascoe is a financial advisor at Cambridge Investment Research Advisors, Inc. Jeffrey has been in the financial services industry since 2006. Jeffrey has experience at multiple firms, including EDWARD JONES, PAYCHEX SECURITIES CORPORATION, and ING FINANCIAL PARTNERS, INC. Jeffrey holds Series 6, 7, 63 and 66 securities licenses. Jeffrey is registered with the state of Pennsylvania and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/19/2022 - Present
Cambridge Investment Research Advisors, Inc. (Camp Hill PA)
PA
03/20/2018 - 02/09/2022
EDWARD JONES (SOUDERTON PA)
PA
09/08/2014 - 12/02/2016
PAYCHEX SECURITIES CORPORATION (Norristown PA)
PA
10/03/2011 - 04/27/2012
ING FINANCIAL PARTNERS, INC. (OREFIELD PA)
PA
01/11/2006 - 08/15/2011
ADP BROKER-DEALER, INC. (ALLENTOWN PA)
PA
08/23/2002 - 01/11/2006
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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