Unclaimed
Jeffrey Riddle is a financial advisor at Avantax Investment Services, Inc., a firm headquartered in Easton, PA. Jeffrey has been a Registered Representative for over 23 years. He has a wide range of experience in the industry, with expertise in various investment products and services. Jeffrey's dedication to helping clients achieve their financial goals is evident in his commitment to ongoing education and professional development. He is a licensed Investment Advisor Representative and holds a Series 6, 63 and SIE license. He is registered in multiple states including Pennsylvania, Delaware, Florida, Kentucky, Louisiana, Minnesota, New Jersey, Ohio, Texas, and West Virginia.
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.
1
2
PA
07/13/1999 - Present
Avantax Investment Services, Inc. (EASTON PA)
IA
Issued 08/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Riddle is the right advisor for you? Invested Better is here to help.