Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Lynn McGuire is a financial advisor with Avantax Investment Services, Inc. Jeffry has over 30 years of experience in the financial services industry. Jeffry is registered with FINRA, and holds Series 6 and Series 63 licenses. Jeffry is also registered with the state of Pennsylvania, California, Maryland, North Carolina and Rhode Island. Jeffry has previously worked with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and H.D. Vest Investment Securities, Inc.
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.
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2
PA
05/09/2003 - Present
Avantax Investment Services, Inc. (HUMMELSTOWN PA)
IN
09/13/2000 - 05/21/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/13/2000 - 05/21/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
12/03/1992 - 09/26/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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