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 Dyson is a financial advisor who has been in the industry since 1994. Jeffrey is currently registered with Eagle Strategies LLC and has worked with a number of other firms over the years, including Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Jeffrey has a diverse range of experience in the industry, having worked with individuals, high-net-worth individuals, corporations, and charitable organizations. Jeffrey holds several licenses and certifications, including Series 6, 7, 24, 63, and 66. Jeffrey specializes in financial planning, portfolio management for individuals, and educational seminars. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
VA
05/12/2022 - Present
Eagle Strategies LLC (Vienna VA)
MA
03/28/1994 - 03/13/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/28/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 6/6/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 3/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Dyson is the right advisor for you? Invested Better is here to help.
