Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Barlow is a financial advisor with over 30 years of experience in the industry. He is currently registered with Canaccord Genuity LLC and has previously worked at First Albany Capital Inc. and Advest, Inc. Jeffrey holds a Series 7, Series 24, Series 63, Series 79TO and SIE licenses. He is registered in Massachusetts, New York, California and Texas. Jeffrey's experience and qualifications make him a valuable asset to any client seeking financial advice.
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.
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.
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2
MA
02/27/2007 - Present
Canaccord Genuity LLC (BOSTON MA)
MA
03/20/2000 - 02/28/2007
FIRST ALBANY CAPITAL INC. (BOSTON MA)
CT
11/27/1992 - 01/24/2000
ADVEST, INC. (HARTFORD CT)
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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