Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Farrar is a financial advisor with Procyon Advisors, LLC. Jeffrey has been working in the financial services industry for over 22 years. Jeffrey is a Certified Financial Planner and holds Series 7, 9, 10, 31, and 66 licenses. Jeffrey has experience working with individuals, families, businesses, and institutions. Jeffrey also serves as a FINRA arbitrator. Jeffrey is committed to providing clients with personalized financial advice and guidance.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
09/30/2022 - Present
Procyon Advisors, LLC (SHELTON CT)
CT
06/02/2017 - 12/21/2021
PURSHE KAPLAN STERLING INVESTMENTS (Shelton CT)
CT
04/24/2009 - 06/13/2017
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
09/10/1999 - 05/01/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
BOTH
Issued 08/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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