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Jeff Aronsohn is a financial advisor registered with Federated Investment Counseling. Jeff has been in the industry since 2017. The firm provides a variety of services to individuals, businesses, institutions, and pooled investment vehicles. The firm's client base includes insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Federated Investment Counseling offers portfolio management, asset allocation recommendations, model portfolio services, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
05/08/2018 - Present
Federated Investment Counseling (Pittsburgh PA)
BOTH
Issued 05/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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