Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Barrette is a financial professional with over 20 years of experience in the industry. Jeffrey has been registered with Park Avenue Securities LLC since October 2024. Prior to that, Jeffrey was a financial advisor with MML Investors Services, LLC and MassMutual Life Insurance Co. Jeffrey holds Series 7, 7TO, 55, 63, and 66 licenses. Jeffrey has worked with a variety of clients, including individuals, corporations, and charitable organizations. Jeffrey focuses on financial planning, portfolio management, and educational seminars.
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.
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.
1
2
CA
01/08/2025 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
NY
07/26/2004 - 01/14/2009
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/20/2000 - 05/05/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/18/1997 - 03/08/2000
BBV SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Barrette is the right advisor for you? Invested Better is here to help.
