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JEFFREY DEAN VASS
JEFF D VASS, JEFF VASS
CRD#: 2278783
IA
B
MERIDIAN FINANCIAL GROUP, INC.CRD#: 155067 4120 SE INTERNATIONAL WAY
SUITE A209
MILWAUKIE, OR 97222
SUITE A209
MILWAUKIE, OR 97222
LPL FINANCIAL LLCCRD#: 6413 4120 SE INTL. WAY, STE. A209
MILWAUKIE, OR 97222-8860
MILWAUKIE, OR 97222-8860
0
Disclosures
32
Years of Experience
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State Registrations
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California 9/8/2009
B
Texas 4/28/2016
B
Oregon 9/8/2009
B
Washington 9/8/2009
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Oregon 3/24/2011
SRO Registrations
B
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Registered with this firm since 3/24/2011
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Registered with this firm since 9/8/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 05/15/2009 - 09/08/2009 | PORTLAND, OR | |
B | 10/31/2005 - 05/21/2009 | PORTLAND, OR | |
B | 02/22/1999 - 10/31/2005 | PHOENIX, AZ | |
B | 11/16/1992 - 02/25/1999 | NEW YORK, NY | |
B | 11/16/1992 - 02/25/1999 | NEW YORK, NY |
NEW YORK, NY
11/16/1992 - 02/25/1999
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.