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. Mutchler is a registered representative with Private Advisor Group, LLC. Jeffrey has been in the financial industry since 2010 and has been a registered representative with Private Advisor Group since 2013. Jeffrey holds the Series 7, Series 66, and SIE securities licenses. Jeffrey has a diverse background in financial services and provides financial planning, portfolio management, and investment advisory services to individuals, corporations, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
11/01/2013 - Present
Private Advisor Group, LLC (STROUDSBURG PA)
PA
11/13/2008 - 08/03/2012
LPL FINANCIAL LLC (SCRANTON PA)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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