Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Corfman is a financial professional with over 20 years of experience in the financial services industry. Jeff is currently registered with Northwestern Mutual Investment Services, LLC. Previously, Jeff was with FIRST ALBANY CORPORATION. Jeff's areas of expertise include investment planning and securities. Jeff holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
07/01/2024 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
NY
05/08/2000 - 04/25/2003
FIRST ALBANY CORPORATION (NEW YORK NY)
BC
Issued 07/15/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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