Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Heasley is an investment advisor representative at Captrust in Pittsburgh, PA. Jeffrey holds Series 7 and Series 66 licenses. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey also holds a Series 63 license and the SIE exam. In addition to his role at Captrust, Jeffrey is a partner in Heasley Ventures, LP, a family limited partnership that holds natural gas and oil rights. Jeffrey is committed to providing his clients with comprehensive financial planning and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/19/2021 - Present
Captrust (Pittsburgh PA)
PA
03/11/2009 - 01/29/2019
PWA SECURITIES, INC. (PITTSBURGH PA)
PA
07/06/2001 - 03/11/2009
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
NY
08/11/2000 - 07/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
03/15/2000 - 08/09/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/15/2000 - 08/09/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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