Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Harris is a financial professional with over 14 years of experience in the industry. He has been registered with ETC Brokerage Services, LLC since June 2024, and previously held positions at CHARLES SCHWAB & CO., INC. and CURIAN CLEARING, LLC. Jeffrey holds the Series 7, Series 24, Series 99TO and SIE licenses, demonstrating his commitment to professional development. His career spans various roles within the financial sector, providing a comprehensive understanding of investment strategies.
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
CO
06/25/2024 - Present
ETC Brokerage Services, LLC (Greenwood Village CO)
CO
10/17/2016 - 02/09/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
09/10/2008 - 05/19/2016
CURIAN CLEARING, LLC (DENVER CO)
BC
Issued 01/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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