Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McMahon is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Ernst & Young Capital Advisors, LLC, and has been with the firm since May 2015. Prior to that, Jeffrey worked at Stephens from May 2013 to October 2014. Jeffrey holds the Series 63, Series 79 and SIE licenses and is registered in 44 states.
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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NY
05/20/2015 - Present
Ernst & Young Capital Advisors, LLC (New York NY)
NY
05/17/2013 - 10/14/2014
STEPHENS (NEW YORK NY)
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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