Unclaimed
Jeffrey Roland Migneault is an Investment Advisor Representative with Commonwealth Financial Network. Jeffrey has been active in the industry since 1998 and is registered in 23 states including Florida and New Hampshire. Jeffrey specializes in providing financial planning and investment advice to individuals, businesses, and trusts. Jeffrey has a wide range of experience, including work with INFINEX INVESTMENTS, INC., CHITTENDEN SECURITIES, INC., CITIZENS FINANCIAL SERVICES INC. and A. G. EDWARDS & SONS, INC. Jeffrey is dedicated to providing his clients with personalized service and helping them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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
NH
09/08/2011 - Present
Commonwealth Financial Network (KEENE NH)
NH
01/05/2004 - 08/08/2011
INFINEX INVESTMENTS, INC. (KEENE NH)
VT
10/13/2003 - 01/02/2004
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
CT
02/28/2000 - 10/10/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
RI
10/22/1998 - 02/09/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MO
01/12/1998 - 09/23/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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