Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Obrien is a financial advisor with Vanguard Advisers, Inc. based in Scottsdale, Arizona. Jeffrey has been in the financial services industry since July 7, 2017. Jeffrey is registered as an Investment Advisor Representative in Arizona, Illinois, and Texas. Jeffrey is also a Registered Representative and holds Series 6, 7TO, and 63 licenses. Previously, Jeffrey worked at J.P. Morgan Securities LLC and Purshe Kaplan Sterling Investments.
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.
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.
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.
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AZ
04/20/2020 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
AZ
06/26/2018 - 03/25/2020
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
IL
05/11/2017 - 11/15/2017
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IA
Issued 09/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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