Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Croteau is a financial advisor with Tide Cycle Resources LLC. Jeffrey has been in the industry since 1999 and is registered with the state of New Hampshire. Jeffrey is a Chartered Financial Analyst and specializes in providing financial planning and portfolio management services for individuals. Jeffrey has a history of working with high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NH
06/13/2024 - Present
Tide Cycle Resources LLC (PORTSMOUTH NH)
IL
11/15/1999 - 12/15/2000
WILLIAM M. MERCER SECURITIES CORP. (CHICAGO IL)
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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