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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Farrell is a Registered Representative (Series 7 and Series 63) and Investment Advisor Representative (Series 65). He is a licensed advisor in the state of California, Florida, Indiana, New Jersey, New York, Pennsylvania and Texas. He is an active advisor with World Equity Group, Inc., which has offices in Schaumburg, IL and Sea Girt, NJ. Jeffrey has more than 25 years in the industry and specializes in providing investment advice to individuals, businesses and retirement 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IL
12/22/2010 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
NJ
08/01/2006 - 10/29/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BRIELLE NJ)
NJ
09/02/1998 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
FL
05/26/1998 - 07/28/1998
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
Issued 01/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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