Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Beebe is an active investment advisor representative with over 29 years of experience in the financial industry. Jeffrey currently works at Eagle Strategies LLC. Jeffrey has passed the Series 6, 7, 63, 65, and SIE exams. Jeffrey has experience in investment company products/variable contracts, general securities, and financial planning. Jeffrey has had previous registrations with Cetera Financial Specialists LLC, Raymond James Financial Services, Inc., Essex National Securities, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/18/2023 - Present
Eagle Strategies LLC (HORSHAM PA)
NJ
09/16/2019 - 12/02/2021
CETERA FINANCIAL SPECIALISTS LLC (MANALAPAN NJ)
NJ
05/04/2016 - 09/18/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (MONTVILLE NJ)
NJ
01/25/2006 - 05/09/2016
ESSEX NATIONAL SECURITIES, LLC (SPARTA NJ)
NJ
01/19/1999 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
08/13/1993 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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