Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blatt is a financial professional associated with Vicus Capital, Inc. and DeFRATE & PAAVOLA LLC. Jeffrey is a registered investment advisor representative in New York. Jeffrey's specialties include financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and educational seminars. Jeffrey has been in the industry since July 1987 and has been registered with the SEC since December 2024.
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.
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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NY
12/16/2024 - Present
Vicus Capital, Inc. (White Plains NY)
Active
Inactive
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