Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Alan Conforti is an Investment Advisor Representative for Osaic Wealth, Inc. Jeff has been in the financial services industry since September 21, 1987. Jeff has been registered with Securities America, Inc. and Baraban Securities, Inc., in the past. Jeff is licensed to sell securities in 28 states and is registered as an Investment Adviser Representative in California and Texas. Jeff also holds Series 7, 24, 63 and 65 licenses as well as the SIE and Series 99TO exams. Jeff is based in Campbell, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CAMPBELL CA)
CA
12/01/1995 - 06/14/2024
SECURITIES AMERICA, INC. (CAMPBELL CA)
CA
09/22/1987 - 12/05/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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