Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Canfield is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been a financial advisor for over 10 years, and has a strong track record of success in helping clients achieve their financial goals. Jeffrey has a strong understanding of the financial markets and a commitment to providing personalized service to each client. Jeffrey is dedicated to helping clients develop a comprehensive financial plan that meets their unique needs. Jeffrey is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/05/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NY
05/24/2019 - 04/20/2021
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
08/03/2015 - 05/29/2019
WELLS FARGO CLEARING SERVICES, LLC (BERKELEY HEIGHTS NJ)
NJ
08/18/2011 - 08/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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