Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Merchant is a financial professional with over 14 years of experience in the industry. Jeffrey is currently registered with P.j. Robb Variable, LLC, where he has been employed since February 3, 2009. Jeffrey has passed the Financial and Operations Principal Examination (Series 27), the Operations Professional Examination (Series 99TO), the Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Jeffrey's experience and qualifications demonstrate a commitment to providing clients with sound financial advice.
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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2
PA
02/03/2009 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
BC
Issued 02/02/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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