Unclaimed
Jeffrey McNurlan is a financial advisor who has been in the industry since 2011. Jeffrey is currently registered with Pruco Securities, LLC and holds a Series 7TO, Series 6, and Series 66 license. In the past, Jeffrey has worked with Equitable Advisors, LLC, Park Avenue Securities LLC, and NYLIFE Securities LLC. Jeffrey specializes in helping clients with their financial planning needs.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
CA
04/30/2024 - Present
Pruco Securities, LLC (SAN DIEGO CA)
CA
06/18/2021 - 06/07/2023
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
CA
08/20/2013 - 12/15/2016
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
CA
10/12/2011 - 07/12/2013
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
08/18/2011 - 09/21/2011
PFS INVESTMENTS INC. (TEMECULA CA)
BOTH
Issued 09/20/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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