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Jeffrey Michael Pasquerella

Driveloyalty LLC

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About Jeffrey Michael Pasquerella

Jeffrey Pasquerella is a financial professional with experience in the financial services industry. Jeffrey is currently registered with Driveloyalty LLC and holds Series 63 and Series 79TO licenses. Jeffrey has previously been registered with DriveWealth Institutional LLC, DriveWealth, LLC, ArcView Capital, LLC and American Global Wealth Management, Inc..

Firm Information

Jeffrey Pasquerella is currently registered with Driveloyalty LLC. Driveloyalty LLC is a Limited Liability Company formed in December 2017. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Pasquerella’s Registration & Firm History

NY

12/04/2023 - Present

Driveloyalty LLC (NEW YORK NY)

NY

12/04/2023 - 08/16/2024

DRIVEWEALTH INSTITUTIONAL LLC (New York NY)

NY

04/14/2020 - 08/16/2024

DRIVEWEALTH, LLC (New York NY)

NY

08/10/2020 - 01/02/2023

ARCVIEW CAPITAL, LLC (New York NY)

NJ

02/14/2020 - 04/13/2020

DRIVEWEALTH, LLC (Chatham NJ)

GA

03/25/2019 - 10/15/2019

AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (MCDONOUGH GA)

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Licenses & Designations

BC

Issued 02/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2020

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Pasquerella.
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