Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Pallante is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Vanguard Marketing Corp. and has been with the firm since 1991. Jeffrey is also licensed in 53 states. Jeffrey's previous experience includes roles at Vanderbilt Securities, Inc. and MLB Investments, LTD. Jeffrey has a wide range of knowledge and expertise in financial services.
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.
1
2
PA
10/27/1991 - Present
Vanguard Marketing Corp. (MALVERN PA)
NA
07/27/1990 - 11/30/1993
VANDERBILT SECURITIES, INC.
NA
06/21/1990 - 08/01/1990
MLB INVESTMENTS, LTD.
BC
Issued 07/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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