Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vernon is a financial advisor based in BRANFORD, CT. Jeffrey has over 10 years of experience in the financial industry. He currently works for KEY Investment Services LLC, a firm with over $1 billion in assets under management. Jeffrey specializes in providing portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
08/06/2019 - Present
KEY Investment Services LLC (BRANFORD CT)
CT
11/11/2011 - 02/21/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
03/16/2001 - 06/22/2010
PEOPLE'S SECURITIES, INC. (NEW HAVEN CT)
BC
Issued 02/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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