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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Crossland is a financial advisor with Commonwealth Financial Network. Jeffrey has been in the financial industry since 1991. Jeffrey is registered with FINRA and the state of Pennsylvania. Jeffrey is also a licensed attorney. Jeffrey works with a variety of clients, including individuals, businesses, and institutions. Jeffrey offers a range of financial services, including financial planning, portfolio management, and retirement planning. Jeffrey is committed to providing his clients with personalized financial advice and guidance. Jeffrey has a strong track record of success and is dedicated to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/10/2010 - Present
Commonwealth Financial Network (LEWISBURG PA)
AZ
10/01/1997 - 11/02/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
11/14/1991 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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