Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Slavich is a financial professional with over 20 years of experience in the industry. Jeffrey currently works with Equitable Advisors, LLC as a Registered Representative. Jeffrey previously worked with several other firms, including MML Investors Services, LLC, Citizens Securities, Inc., PNC Investments, Wachovia Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is registered to provide investment advice in California, Delaware, Maryland, New Jersey, New York, Oregon, Pennsylvania, and Virginia. Jeffrey also holds Series 63, Series 65, Series 7 and SIE licenses. Jeffrey is a member of the Best Buddies of Pennsylvania, an organization that provides support to people with intellectual and developmental disabilities.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/24/2024 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
10/02/2015 - 08/09/2022
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
PA
05/06/2010 - 09/23/2015
CITIZENS SECURITIES, INC. (WAYNE PA)
PA
11/29/2005 - 04/26/2010
PNC INVESTMENTS (LANSDOWNE PA)
MO
05/15/2003 - 11/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/06/2002 - 04/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/24/2000 - 11/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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