Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Garrison is a financial advisor affiliated with Truist Advisory Services, Inc. Jeffrey has been in the securities industry for over 5 years. Jeffrey has earned the Series 6, Series 7, Series 63 and Series 65 licenses. Jeffrey provides financial and investment advisory services to individuals, corporations, and other business entities. Jeffrey works out of the Bethlehem, Pennsylvania branch office of Truist Advisory Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
06/18/2021 - Present
Truist Advisory Services, Inc. (BETHELEHEM PA)
PA
03/26/2021 - 06/15/2021
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
09/24/2018 - 12/31/2020
CITIZENS SECURITIES, INC. (STROUDSBURG PA)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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