Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCloskey is a financial advisor at Principal Securities, Inc. in Columbus, Ohio. Jeffrey has been in the industry since 2002, and has experience working with a variety of clients, including individuals, high net worth individuals, corporations, and charitable organizations. Jeffrey specializes in financial planning, investment management, and retirement planning. Jeffrey holds the Series 7, Series 63, and SIE licenses, as well as the Certified Financial Planner designation. Jeffrey is also a Managing Member of Insurance First Capital, LLC, a firm that sells health, home, auto, and liability insurance. Jeffrey is committed to providing his clients with personalized financial advice and guidance 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
04/27/2005 - Present
Principal Securities, Inc. (COLUMBUS OH)
BC
Issued 07/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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