Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Margolin is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works with First Trust Portfolios LP, where he has been since 2005. Before joining First Trust Portfolios LP, Jeffrey worked with Ryan Beck & Co. in Florham Park, New Jersey. Jeffrey has passed the Series 7, Series 87 and Securities Industry Essentials Exam. Jeffrey has been registered with FINRA for over 15 years.
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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IL
02/22/2005 - Present
First Trust Portfolios LP (WHEATON IL)
NJ
10/15/2002 - 03/11/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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