Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ross Vigilante is a registered representative with Principal Securities, Inc. and has been in the industry since September 5, 2010. Jeffrey Vigilante is a Series 66 and 63 licensed professional and also holds the Series 7 and SIE licenses. Jeffrey Vigilante has a history of working with Fred Alger & Company, LLC and Prudential Investment Management Services LLC. Jeffrey Vigilante specializes in providing financial planning, pension consulting, and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/16/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
NY
12/05/2016 - 01/31/2024
FRED ALGER & COMPANY, LLC (NEW YORK NY)
NJ
09/16/2011 - 11/25/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
08/05/2010 - 09/08/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MONTVALE NJ)
BOTH
Issued 04/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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