Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pavey is a financial professional with over 25 years of experience in the industry. He has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses. Jeffrey is currently a registered representative with Commonwealth Financial Network. He is also registered as a Registered Representative (Series 7), a General Securities Principal (Series 24) and holds a Series 6 license. He provides financial planning, investment management, and retirement planning services to clients. Previously, Jeffrey has worked with LPL Financial Corporation, Scudder Weissel Capital, LLC, Scudder Investor Services, Inc. and Scudder Financial Services, Inc. Jeffrey is committed to providing his clients with personalized service and customized solutions to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/20/2009 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
05/09/2001 - 03/27/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
01/05/2001 - 04/30/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NY
02/15/2000 - 12/31/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
05/10/1999 - 02/15/2000
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
03/30/1994 - 05/10/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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