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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 Andrew Street is an active investment advisor representative with Stonex Advisors Inc. Jeffrey Andrew Street has been in the industry since August 3, 1988. Jeffrey Andrew Street has also previously worked at WRP INVESTMENTS, INC., MAIN STREET MANAGEMENT COMPANY, IDS LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Jeffrey Andrew Street is registered in 16 states: Arizona, California, Florida, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, and Wisconsin. Jeffrey Andrew Street is also a Certified Financial Planner. Jeffrey Andrew Street's current employer, Stonex Advisors Inc., is based in Birmingham, Alabama. Stonex Advisors Inc. has been registered as an investment adviser since January 2015. Stonex Advisors Inc. provides financial planning, pension consulting, educational seminars, and other services. Stonex Advisors Inc. has 191 licensed agents, 228 investment adviser representatives, 232 registered representatives, 233 investment advisory functions, and 0 adviser reps for other investment advisers.
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.
Financial consulting services
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.
1
2
MA
01/30/2015 - Present
Stonex Advisors Inc. (North Andover MA)
MA
07/09/2004 - 09/12/2014
WRP INVESTMENTS, INC. (NORTH ANDOVER MA)
MA
01/03/1992 - 06/18/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MN
06/23/1988 - 12/10/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/22/1988 - 12/10/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 06/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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