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Jeffrey Anthony Donofrio

Paychex Securities Corp.

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About Jeffrey Anthony Donofrio

Jeffrey Donofrio is a financial advisor with Paychex Securities Corp.. Jeffrey has been in the financial industry since March 11, 2015. Jeffrey is registered with the state of Florida and is also registered with FINRA. Jeffrey holds Series 6, 26, and 63 securities licenses.

Firm Information

Jeffrey Donofrio is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey Donofrio’s Registration & Firm History

FL

03/12/2015 - Present

Paychex Securities Corp. (West Palm Beach FL)

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Licenses & Designations

BC

Issued 03/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Anthony Donofrio.
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