Unclaimed
Jeffrey Paul Proctor is a registered representative with Cabot Lodge Securities LLC. Jeffrey is licensed in Texas and holds the Series 7TO, Series 63 and SIE exams. Jeffrey has been in the industry since May 16, 2022. The firm's main office is located in Garland, Texas.
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
TX
05/17/2022 - Present
Cabot Lodge Securities LLC (Garland TX)
BC
Issued 07/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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