Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Richards is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Pacific Select Distributors, LLC in Newport Beach, CA. Prior to joining Pacific Select Distributors, LLC, Jeffrey was affiliated with MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. and Directed Services, Inc. Jeffrey holds the Series 6, Series 63, and SIE licenses.
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
CA
10/09/2003 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
MA
01/02/2001 - 08/21/2003
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
PA
02/04/2000 - 11/14/2000
DIRECTED SERVICES, INC. (WEST CHESTER PA)
IA
09/25/1998 - 01/10/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
12/13/1996 - 09/24/1998
THE LEADERS GROUP, INC. (LITTLETON CO)
IA
07/12/1994 - 11/15/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
03/08/1993 - 03/11/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 03/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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