Unclaimed
Jeffrey Kellogg is a financial professional with over 20 years of experience in the industry. Jeffrey has a strong background in the financial services industry. Currently, Jeffrey Kellogg is registered with Franklin Distributors, LLC. Previously, Jeffrey Kellogg was registered with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Delaware Distributors, L.P., OppenheimerFunds Distributor, Inc., and Cowen & Co. Jeffrey has experience in investment advisory services. Jeffrey has successfully completed multiple FINRA exams, including Series 63, Series 24, SIE, and Series 7.
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
NY
07/07/2021 - Present
Franklin Distributors, LLC (New York NY)
NY
08/23/2016 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
02/07/2012 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (NEW YORK NY)
PA
04/25/2003 - 02/08/2012
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
07/27/2001 - 12/31/2002
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
05/15/1998 - 08/08/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/19/1997 - 04/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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