Unclaimed
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..
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
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)
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
Active
Inactive
F
FINRA
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