Unclaimed
Jeffrey William Coron is a registered representative with Grant Williams LP, a firm based in Philadelphia, Pennsylvania. Jeffrey has been in the financial services industry since 1995 and has experience with various firms, including Quasar Distributors, LLC, Advisors Asset Management, Inc., Fortigent Securities Company, LLC, and Merrill Lynch.
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
06/12/2024 - Present
Grant Williams LP (PHILADELPHIA PA)
PA
01/08/2013 - 03/07/2023
QUASAR DISTRIBUTORS, LLC (Philadelphia PA)
NJ
04/14/2008 - 07/26/2012
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
MD
12/12/2007 - 04/01/2008
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
MA
03/31/2003 - 04/04/2007
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
NY
11/03/1992 - 03/11/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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