Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lewis Weeks is a financial professional with over 25 years of experience in the financial services industry. Weeks is currently registered with Avantax Investment Services, Inc. in Standish, Maine. Weeks has previously been registered with Commonwealth Equity Services, Inc., Independent Financial Securities, Inc., and John Hancock Distributors, Inc.. Weeks holds the Series 6, Series 63 and SIE licenses and is registered in Colorado, Florida, Maine, Massachusetts, New Hampshire and Ohio.
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
ME
02/12/1998 - Present
Avantax Investment Services, Inc. (Standish ME)
MA
11/27/1996 - 02/09/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
11/15/1994 - 12/11/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
08/13/1993 - 12/14/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/13/1993 - 12/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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