Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. Jeff has been in the industry since 2005 and is licensed to provide financial advice in Florida and Indiana. Jeff has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Jeff focuses on financial planning, portfolio management, and selection of other advisors.
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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IN
05/10/2012 - Present
Ausdal Financial Partners, Inc. (INDIANAPOLIS IN)
IN
01/01/2008 - 05/11/2012
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
09/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
IN
04/02/2007 - 08/29/2007
MORGAN STANLEY & CO., INCORPORATED (INDIANAPOLIS IN)
IN
07/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (INDIANAPOLIS IN)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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