Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Koeppen is a financial advisor with Missionsquare Retirement based in Farmington, CT. Jeffrey has been in the financial industry since 2001 and holds multiple certifications, including a Series 7 and a Series 65. Jeffrey specializes in portfolio management for individuals and businesses, providing personalized financial advice to help clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
CT
03/03/2008 - Present
Missionsquare Retirement (FARMINGTON CT)
CT
07/13/2006 - 01/11/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
02/10/2006 - 05/17/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (AVON CT)
CT
06/07/2001 - 02/13/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 02/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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