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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 Alan Pfleger is a financial advisor with over 25 years of experience. Jeffrey has been registered with the Securities and Exchange Commission since 1994 and currently holds registrations in Florida, Utah, Washington, and California. Jeffrey is a Registered Representative and Investment Advisor Representative with M Holdings Securities, Inc. in Coral Gables, FL.
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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2
FL
04/12/2003 - Present
M Holdings Securities, Inc. (CORAL GABLES FL)
NY
01/24/2002 - 09/12/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/20/1998 - 11/13/2001
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
03/23/1994 - 08/12/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 05/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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