Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey T Gue is a financial advisor who has been in the industry since 2001. Jeffrey is currently registered with Equity Services, Inc. and has previous experience with The Investment Center, Inc., Cetera Advisor Networks LLC, NFP Advisor Services, LLC, LPL Financial LLC, PNC Investments, M&T Securities, Inc., Allfirst Brokerage Corporation, Deutsche Banc Alex. Brown Inc. and DB Alex. Brown LLC. Jeffrey is licensed to provide financial services in Delaware, Florida, Maryland, Pennsylvania, South Carolina and Virginia. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
09/01/2021 - Present
Equity Services, Inc. (TIMONIUM MD)
MD
11/09/2016 - 08/30/2021
THE INVESTMENT CENTER, INC. (BALTIMORE MD)
PA
06/18/2015 - 11/10/2016
CETERA ADVISOR NETWORKS LLC (YORK PA)
MD
12/13/2013 - 06/16/2015
NFP ADVISOR SERVICES, LLC (BALTIMORE MD)
MD
12/09/2009 - 01/13/2014
LPL FINANCIAL LLC (LUTHERVILLE MD)
MD
04/25/2008 - 12/15/2009
PNC INVESTMENTS (BALTIMORE MD)
MD
05/01/2003 - 04/04/2008
M&T SECURITIES, INC. (ABINGTON MD)
MD
02/19/2002 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NY
01/13/2001 - 11/26/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
10/17/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 08/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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