Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lamar Cathey is a financial professional with over 20 years of experience in the financial services industry. He has a strong understanding of investment products and is committed to providing excellent client service. Jeffrey currently works at The Leaders Group, Inc., a firm that is actively engaged in the financial industry. Prior to joining The Leaders Group, Inc., Jeffrey worked at TOWER SQUARE SECURITIES, INC. and has held various roles within the financial industry. He holds Series 6 and Series 63 licenses and is registered in North Carolina, South Carolina, and Virginia.
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
FL
07/11/2007 - Present
THE Leaders Group, Inc. (Jacksonville FL)
CA
10/10/2002 - 06/08/2007
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CO
03/02/2001 - 10/10/2002
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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