Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McMahon is a registered Investment Advisor Representative with Blackridge Asset Management, LLC. Jeffrey has been in the industry since 2000. Jeffrey is registered with the states of New York and Texas. Prior to joining Blackridge Asset Management, Jeffrey worked at Lincoln Financial Securities Corporation, Raymond James Financial Services, Inc. and Next Financial Group, Inc.. Jeffrey holds the Series 7, 63, 24, and 65 licenses. Jeffrey works with individuals, corporations, and high-net-worth individuals. Jeffrey offers financial planning, educational seminars, and portfolio 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
FL
03/19/2019 - Present
Blackridge Asset Management, LLC (JUPITER FL)
NY
04/04/2006 - 10/20/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (WILLIAMSVILLE NY)
NY
09/06/2001 - 04/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLARENCE NY)
TX
06/26/2000 - 08/31/2001
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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