Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scoutelas is a financial advisor with over 19 years of experience in the industry. Jeffrey is currently registered with J.P. Morgan Securities LLC and is located in Camp Hill, Pennsylvania. Previously, Jeffrey has worked with LPL Financial LLC, Ameriprise Financial Services, LLC, PNC Investments, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Assent LLC and Andover Brokerage, L.L.C.. Jeffrey holds Series 63, SIE, Series 55 and Series 7 licenses. Jeffrey's areas of expertise include financial planning, pension consulting and selection of other advisors. Jeffrey is focused on providing portfolio management for businesses and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
12/22/2023 - Present
J.p. Morgan Securities LLC (Camp Hill PA)
PA
02/15/2022 - 07/24/2023
LPL FINANCIAL LLC (YORK PA)
PA
02/25/2019 - 09/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Lancaster PA)
PA
01/30/2006 - 04/28/2017
PNC INVESTMENTS (HERSHEY PA)
AZ
10/31/2005 - 11/04/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/16/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
03/03/2003 - 02/11/2005
ASSENT LLC (BOLINGBROOK IL)
NY
08/14/2001 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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