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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 Vincent Desmarais is a financial advisor with Equitable Advisors, LLC. Jeffrey has been in the financial services industry since 2006. Jeffrey has a broad range of experience and has previously worked with several firms including PRUCO Securities, LLC., MML Investors Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., and Allstate Financial Services, LLC.
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
CT
05/17/2024 - Present
Equitable Advisors, LLC (PLANTSVILLE CT)
CT
07/23/2019 - 08/03/2021
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
04/05/2018 - 07/29/2019
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
09/28/2015 - 04/05/2018
NYLIFE SECURITIES LLC (STRATFORD CT)
CT
01/24/2013 - 09/18/2015
METLIFE SECURITIES INC. (SHELTON CT)
CT
09/09/2011 - 01/04/2013
ALLSTATE FINANCIAL SERVICES, LLC (BROOKFIELD CT)
CT
07/15/2010 - 08/16/2011
CHASE INVESTMENT SERVICES CORP. (DANBURY CT)
CT
05/28/2008 - 05/27/2010
WELLS FARGO ADVISORS, LLC (MERIDEN CT)
CT
08/10/2006 - 05/15/2008
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
IA
Issued 02/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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