Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M. Beilman is a financial professional with over 20 years of experience in the industry. Jeffrey has a strong background in securities and investment advising. Currently, Jeffrey is registered with Empower Financial Services, Inc. and has been with the firm since April 2022. Prior to joining Empower Financial Services, Inc., Jeffrey worked for several other firms, including Prudential Investment Management Services LLC, LPL Financial Corporation, PNC Investments, PFIC Securities Corporation, LINSCO/Private Ledger Corp., Futureshare Financial LLC, Nathan & Lewis Securities, Inc. and Prudential Securities Incorporated. Jeffrey holds the Series 63, Series 65, Series 66 and Series 7 securities licenses and the SIE examination. Jeffrey is licensed to provide investment advisory services in 53 states and the District of Columbia.
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
PA
04/04/2022 - Present
Empower Financial Services, Inc. (Scranton PA)
PA
11/17/2009 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
PA
03/01/2007 - 10/20/2008
LPL FINANCIAL CORPORATION (DUNMORE PA)
PA
01/06/2006 - 03/12/2007
PNC INVESTMENTS (WILKES BARRE PA)
PA
06/22/2005 - 01/04/2006
PFIC SECURITIES CORPORATION (KINGSTON PA)
SC
08/01/2002 - 06/21/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
10/01/2001 - 08/01/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
NY
03/12/2001 - 10/01/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
12/06/1999 - 09/25/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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