Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Campbell is a registered representative with Key Investment Services LLC and has been working in the financial industry since May 17, 1986. Jeffrey has experience with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and McDonald Investments Inc. Jeffrey is licensed to provide financial advice in several states, including Alaska, Arizona, Arkansas, Florida, Idaho, Nevada, New York, Ohio, Oregon, Washington and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
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2
WA
09/07/2011 - Present
KEY Investment Services LLC (Arlington WA)
WA
10/23/2009 - 03/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
12/01/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
01/13/2006 - 12/08/2006
MCDONALD INVESTMENTS INC. (SEATTLE WA)
WA
01/03/2006 - 01/04/2006
KEY INVESTMENT SERVICES LLC (EVERETT WA)
WA
11/30/2004 - 12/31/2005
MCDONALD INVESTMENTS INC. (EVERETT WA)
OH
01/02/2004 - 07/01/2004
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
01/15/2003 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
ME
01/09/2003 - 01/16/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
ME
01/14/1997 - 12/31/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
05/13/1992 - 02/07/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
08/01/1991 - 05/12/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/14/1989 - 09/04/1991
GAF FINANCIAL AND INSURANCE SERVICES
NA
06/02/1989 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NA
04/16/1984 - 05/05/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/19/1983 - 04/06/1984
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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