Director
Market Director
Director
Market Director
Director
Market Supervisory Officer
Jeff has 20+ years of experience in financial services with prior management roles at Wachovia Securities & Morgan Stanley/Smith Barney. He relocated to Las Vegas in 2018 from Connecticut where he had previously spent his entire career. Jeff attended the University of Maryland and hold Series 3,7,9,10,63 & 65 licenses as well as the CFP designation.
Registered States:
AZ, CA, ID, MA, MT, NM, NV, NY, UT
Director
Market Supervisory Officer
Jeff has 20+ years of experience in financial services with prior management roles at Wachovia Securities & Morgan Stanley/Smith Barney. He relocated to Las Vegas in 2018 from Connecticut where he had previously spent his entire career. Jeff attended the University of Maryland and hold Series 3,7,9,10,63 & 65 licenses as well as the CFP designation.
Registered States:
AZ, CA, ID, MA, MT, NM, NV, NY, UT
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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