Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daigneault is a financial advisor with Grant Williams LP. Jeffrey's professional experience spans over 20 years and he has held various roles at prominent firms in the industry including Nuveen Securities, LLC and Merrill Lynch. He is licensed to provide investment advice in Pennsylvania.
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
PA
03/25/2021 - Present
Grant Williams LP (PHILADELPHIA PA)
IL
01/03/2011 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
ME
08/27/2009 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
10/30/2006 - 07/24/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
NY
02/20/2004 - 10/02/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
09/24/1998 - 11/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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