Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Filoon is a financial professional with over 2 years of experience in the financial services industry. Jeffrey is currently registered with Nylife Securities LLC in Pennsylvania. Jeffrey previously worked at Citizens Securities, Inc. in Philadelphia, PA. Jeffrey holds Series 63, Series 6TO and SIE licenses. Jeffrey's registrations are active in Delaware, New Jersey 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
PA
05/22/2020 - Present
Nylife Securities LLC (WAYNE PA)
PA
08/12/2019 - 03/18/2020
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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