Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kilday is a financial advisor with Clarendon Insurance Agency, Inc. in WALTHAM, MA. Jeffrey has been in the industry since 2016. Jeffrey has a Series 7, Series 66, and SIE license and is registered in 8 states. Jeffrey has worked with TD AMERITRADE, INC. and MML INVESTORS SERVICES, LLC previously.
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.
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2
MA
03/18/2020 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
RI
02/13/2019 - 03/07/2020
TD AMERITRADE, INC. (PROVIDENCE RI)
RI
03/25/2017 - 01/17/2019
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
10/10/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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