Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Michael Darwish has been in the financial services industry since June 1999. Jeffery is currently a registered representative of Osaic Advisory Services, LLC, with branch offices in Atlanta, GA and Naples, FL. Prior to joining Osaic, Jeffery was a registered representative of TRIAD ADVISORS LLC and SIGMA FINANCIAL CORPORATION. Jeffery holds Series 63, 65, 7, and SIE licenses and is registered to provide investment advice in numerous states. Jeffery's experience, expertise, and commitment to client service make him a valuable resource for individuals and families seeking comprehensive financial planning and investment 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
08/17/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
FL
08/17/2023 - 08/23/2024
TRIAD ADVISORS LLC (Naples FL)
FL
12/08/2005 - 08/17/2023
SIGMA FINANCIAL CORPORATION (NAPLES FL)
NJ
06/24/1999 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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