Unclaimed
Jeffrey Loyd is a financial professional with over 20 years of experience in the industry. He has held positions at several firms including KBS Capital Markets Group LLC, AIG Capital Services, Inc., Griffin Capital Securities, Inc., Grubb & Ellis Capital Corporation, Grubb & Ellis Securities, Inc., MetLife Investors Distribution Company, and is currently registered with Bluerock Capital Markets LLC. Jeffrey is licensed in several states including Arizona, Iowa, Kansas, Michigan, Missouri, Nebraska, Ohio, and Pennsylvania.
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.
1
2
CA
11/04/2016 - Present
Bluerock Capital Markets LLC (Newport Beach CA)
CA
03/17/2015 - 10/31/2016
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
11/06/2012 - 03/16/2015
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CA
09/22/2011 - 07/25/2012
GRIFFIN CAPITAL SECURITIES, INC. (IRVINE CA)
CA
02/01/2011 - 07/20/2011
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
08/09/2010 - 07/20/2011
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
CA
12/11/2004 - 08/23/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
06/03/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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