Unclaimed
Jeffrey Maurice Range is a registered investment advisor representative with Key Investment Services LLC. Jeffrey has been in the securities industry since March 1999. Jeffrey is also registered with the state of Washington as an investment advisor. Jeffrey's current and previous employers include WAMU Investments, Inc., CITICORP INVESTMENT SERVICES and EDWARD JONES. Jeffrey holds a Series 63, 65, 24, 7, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/13/2009 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
07/26/2005 - 01/20/2009
WAMU INVESTMENTS, INC. (SEATTLE WA)
NY
07/16/2002 - 07/15/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
01/12/1999 - 05/07/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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