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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kantor is a financial advisor with over 25 years of experience in the industry. Jeff is currently registered with IP Financial Advisory Services LLC and holds a variety of licenses and certifications. Jeff specializes in providing financial planning services, consulting services to qualified retirement plans, and portfolio management services for both individuals and businesses.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
12/10/2019 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
IL
09/08/2016 - 12/19/2019
CFD INVESTMENTS, INC. (MOKENA IL)
IL
12/02/2013 - 09/06/2016
TRADINGBLOCK (CHICAGO IL)
IL
10/23/2012 - 12/04/2013
WADDELL & REED, INC. (ORLAND PARK IL)
IL
10/31/1995 - 12/31/2010
MF GLOBAL INC. (CHICAGO IL)
NY
09/07/1993 - 09/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/17/1993 - 09/07/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 04/23/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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