Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Seglem has been in the financial services industry since December 5, 1991. Jeffrey is currently registered with Vanguard Marketing Corp. and holds the Series 6, 7, 24 and 63 licenses. Jeffrey's previous employment was also with Vanguard Marketing Corp. from February 9, 1990 to May 15, 2002.
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
PA
03/11/2004 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
02/09/1990 - 05/15/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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