Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Skoglund is a financial advisor with over 25 years of experience in the industry. Jeffrey currently works at Alliancebernstein Investments, Inc. and is registered with FINRA and the state of Tennessee. Jeffrey has a Series 7, Series 24, Series 63 and SIE license and has held positions at several firms including UBS Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse First Boston Corporation, Lehman Brothers Inc., and Morgan Stanley & Co., Incorporated.
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
TN
04/14/2011 - Present
Alliancebernstein Investments, Inc. (Nashville TN)
CT
07/05/2002 - 11/26/2010
UBS SECURITIES LLC (STAMFORD CT)
NY
11/29/2000 - 06/13/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/16/2000 - 11/09/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
05/13/1996 - 02/11/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/02/1993 - 05/17/1994
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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