Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Howard Jeffries has been in the financial services industry since November 8, 2000. Patrick Jeffries is registered with Avantax Investment Services, Inc. and is currently licensed in 16 states. Patrick Jeffries holds the Series 6, Series 63, and SIE licenses. Patrick Jeffries is a registered representative of Avantax Investment Services, 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.
1
2
PA
11/08/2000 - Present
Avantax Investment Services, Inc. (NEW CUMBERLAND PA)
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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