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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Aaron Frye is a financial advisor who has been in the industry since 1997. Currently, Jeffrey Frye is registered with Cambridge Investment Research Advisors, Inc., a firm with over 3000 employees that manages over $87 billion in assets. Jeffrey Frye's experience includes previous roles with MML Investors Services, LLC, AXA Advisors, LLC, MONY Securities Corporation, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Jeffrey Frye provides advisory services for individuals, businesses and retirement plans. Jeffrey Frye's specializations include portfolio management, financial planning, retirement planning, and insurance services. Jeffrey Frye is registered in North Carolina and Pennsylvania.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
06/10/2020 - Present
Cambridge Investment Research Advisors, Inc. (Wexford PA)
PA
04/13/2011 - 06/10/2020
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
PA
06/01/2005 - 02/17/2011
AXA ADVISORS, LLC (SEVEN FIELDS PA)
NY
12/18/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
WI
01/08/1997 - 11/30/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/08/1997 - 11/30/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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