Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rohaly is a financial professional with over 20 years of experience in the industry. Jeffrey currently holds a Series 6, 27, 63, and 99TO license and is registered with PNC Capital Markets LLC and Solebury Capital LLC. Jeffrey's previous experience includes working with SixPoint Partners LLC, PNC FIG Advisory, Inc., MBSC Securities Corporation, and Northwestern Mutual Investment Services, LLC.
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
PA
08/27/2019 - Present
PNC Capital Markets LLC (PITTSBURGH PA)
NY
08/20/2020 - 09/20/2023
SIXPOINT PARTNERS LLC (NEW YORK NY)
PA
08/27/2019 - 12/23/2019
PNC FIG ADVISORY, INC. (ALLENTOWN PA)
PA
07/02/2016 - 06/07/2019
MBSC SECURITIES CORPORATION (PITTSBURGH PA)
WI
09/05/2003 - 09/15/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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