Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steffensen is a financial advisor at Avantax Investment Services, Inc. Jeffrey has been in the industry since 1999 and holds Series 7, 63, 31 and SIE licenses, and a Series 65 license. Jeffrey is registered to provide investment advice in Florida, New Jersey, New York and Oregon. Jeffrey is a member of the Financial Industry Regulatory Authority (FINRA) and has experience with clients in a variety of industries and backgrounds.
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.
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.
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2
NY
08/29/2006 - Present
Avantax Investment Services, Inc. (Holbrook NY)
NY
01/10/2004 - 09/14/2006
PHOENIX DERIVATIVES GROUP, INC. (NEW YORK NY)
NY
01/24/2006 - 07/10/2006
NORTHEAST SECURITIES, INC. (ROCKVILLE CENTRE NY)
MA
06/21/2001 - 11/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/21/2001 - 11/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/25/1999 - 06/25/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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