Jeffrey McGuire, financial advisor Westerville OH
93 score

Jeffrey McGuire

CRD Number: 5321419
Current Firm: Nationwide Securities, LLC

Jeffrey McGuire (CRD# 5321419) is an Investment Advisor Representative working at Nationwide Securities, LLC in Westerville, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Securities LLC Dublin, OH Feb 2008 - Current 8
Nationwide Dublin, OH Dec 2007 - Current 9
1717 Capital Mgmt Co Newark, DE Feb 2008 - Aug 2008 < 1
Waddell & Reed, Inc. Dublin, OH Apr 2007 - Nov 2007 < 1
Various Insurance Carriers For W & R Insurance Agencies Westerville, OH Apr 2007 - Nov 2007 < 1
Unemployed Westerville, OH Jan 2007 - Apr 2007 < 1
Office Of Governor Bob Taft Columbus, OH Jul 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Jeffrey R. McGuire
Phone Number: 888-753-7364
Firm Website: http://www.mynfn.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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