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Paul Murray Jeffrey

Fairview Financial LLC

Charlotte, NC

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Current Employers
Fairview Financial Llc

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-11-12
TX RA APPROVED_RES 2014-03-17
NC RA APPROVED 2002-09-25
  • LA RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED_RES
    Since 2014-03-17
  • NC RA
    APPROVED
    Since 2002-09-25

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fairview Financial, Llc Charlotte NC 09/2002 Present
Previous Registrations
Other Businesses

INDEPENDENT AGENT WITH VARIOUS INSURANCE CARRIERS FOR FIXED ANNUITY AND LIFE INSURANCE BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-25
S63 Uniform Securities Agent State Law Examination 1994-02-08
  • S65 Uniform Investment Adviser Law Examination
    1994-02-25
  • S63 Uniform Securities Agent State Law Examination
    1994-02-08

View on SEC IAPD

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