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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Stroman is a financial advisor with over 30 years of experience in the industry. Jeffery is currently registered with Oxford Financial Group, Ltd. and has been with the firm since 1988. Jeffery has experience working for a number of firms including NML EQUITY SERVICES, INC., ROBERT W. BAIRD & CO. INCORPORATED, VESTAX SECURITIES CORPORATION, and HALL SECURITIES CORPORATION. Jeffery holds the following licenses: Series 2, Series 7, Series 8, and Series 22. Oxford Financial Group, Ltd. is a registered investment advisor with offices in Carmel, Indiana. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management services.
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.
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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2
IN
02/01/1999 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
NA
01/07/1987 - 11/16/1988
NML EQUITY SERVICES, INC.
NA
12/08/1986 - 11/16/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
11/05/1984 - 12/15/1986
VESTAX SECURITIES CORPORATION
NA
03/04/1983 - 10/11/1984
HALL SECURITIES CORPORATION
BC
Issued 01/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1983
Series 2 - Non-Member General Securities Examination
BC
Issued 01/11/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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