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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 Ackler is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Synergy Investment Management LLC and holds Series 6, 7, 9, 10, 24, 63 and 66 licenses. Jeffrey provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey has a client base primarily made up of individuals, some of whom are high-net-worth.
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.
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
FL
09/04/2024 - Present
Synergy Investment Management LLC (Maitland FL)
FL
06/22/1995 - 10/16/2015
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NY
06/09/1995 - 06/15/1995
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
IN
09/23/1994 - 05/26/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NY
08/14/1992 - 09/06/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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