Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul McCloskey is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Nylife Securities LLC. Previously, Jeffrey was registered with Imperial Capital, LLC, Keefe, Bruyette & Woods, Inc., Adams, Harkness & Hill, Inc., and Fechtor, Detwiler & Co., Inc. Jeffrey holds the Series 7, Series 55, and Series 63 licenses. Jeffrey is registered in Connecticut, Florida, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
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
07/25/2019 - Present
Nylife Securities LLC (BRIDGEWATER MA)
MA
05/29/2018 - 10/17/2018
IMPERIAL CAPITAL, LLC (BOSTON MA)
MA
04/08/2002 - 05/03/2018
KEEFE, BRUYETTE & WOODS, INC. (BOSTON MA)
NY
01/29/1997 - 04/10/2002
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
MA
08/22/1991 - 08/26/1996
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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