Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A Positano is a financial advisor with Avantax Advisory Services. Jeffrey has been in the industry for over 12 years. Jeffrey is licensed in Ohio and has Series 6, Series 63 and Series 65 licenses. Jeffrey provides financial planning, investment advisory and retirement planning services to individuals, businesses and retirement plans. Jeffrey is also a licensed insurance agent and provides insurance services through Positano Insurance Agency.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
01/30/2018 - Present
Avantax Advisory Services (Scio OH)
OH
10/11/2006 - 11/03/2008
CHASE INVESTMENT SERVICES CORP. (NEW PHILADELPHIA OH)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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