Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arnold Borenstein is a financial advisor at Forum Financial Management, LP in Lombard, IL. Jeffrey has been a financial advisor since 1999 and has experience working with individuals, businesses, and institutional clients. Jeffrey is a Certified Financial Planner and is registered with the state of California.
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.
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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IL
01/01/2025 - Present
Forum Financial Management, LP (LOMBARD IL)
CA
11/06/2001 - 09/02/2009
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
CA
05/17/1999 - 11/06/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
BOTH
Issued 07/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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