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 Roche is a financial advisor with SEI Investments Distribution Co. Jeffrey is licensed in Pennsylvania and has been in the industry since 2007. Jeffrey holds Series 63, Series 7 and SIE licenses.
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.
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PA
01/23/2007 - Present
SEI Investments Distribution Co. (OAKS PA)
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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