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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 Florio is an investment advisor representative with Ameriprise Financial Services, LLC, with 28 years of experience in the financial services industry. Jeffrey Florio's professional experience includes previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Olde Discount Corporation. Jeffrey Florio is registered with the state of Connecticut and holds Series 7, Series 52, Series 63, and Series 66 securities licenses. Jeffrey Florio specializes in providing investment advice to individuals, businesses, high-net-worth individuals, trusts and estates, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
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2
CT
05/18/2021 - Present
Ameriprise Financial Services, LLC (DANBURY CT)
CT
08/21/1998 - 05/26/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)
MI
02/22/1995 - 09/01/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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