Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Merschel is a financial advisor with over 15 years of experience in the industry. Jeffrey is currently registered with Hamilton Lane Securities LLC and is licensed in 51 states. Previously, Jeffrey was with Vanguard Marketing Corporation.
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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2
PA
04/22/2024 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
PA
04/18/2008 - 09/02/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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