Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Dye is a financial advisor with over 17 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner and has held a Series 6, Series 7, Series 24, and Series 63 securities license. Jeffrey currently works at Commonwealth Financial Network, where he provides financial advice to individuals, families, and businesses. Jeffrey has extensive experience in retirement planning, college savings, investment management, and insurance. Jeffrey has worked with several firms throughout their career, including Securian Financial Services, Inc., Cadaret, Grant & Co., Inc., and Calvert Investment Distributors, Inc. Jeffrey is committed to helping clients achieve their financial goals and is dedicated to providing personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2019 - Present
Commonwealth Financial Network (West Chester PA)
PA
12/09/2011 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
DE
05/23/2011 - 11/07/2011
CADARET, GRANT & CO., INC. (WILMINGTON DE)
MD
01/13/2006 - 05/19/2011
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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