Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Taft is a financial professional with experience in the financial services industry. Jeffrey is registered with National Financial Services LLC. Jeffrey has earned the Series 7, Series 99TO and SIE licenses. Jeffrey is currently working as an investment advisor and is based in Jersey City, New Jersey.
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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NJ
04/06/2018 - Present
National Financial Services LLC (JERSEY CITY NJ)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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