Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kauffman is an Investment Advisor Representative with Summit Family Office Services, LLC. Jeffrey has been in the industry for over 12 years and holds the Series 63, Series 7, and SIE exams. Previously, Jeffrey worked as a financial advisor at Conover Securities Corporation. Jeffrey provides financial planning and portfolio management services for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
12/19/2024 - Present
Summit Family Office Services, LLC (Woodinville, WA)
WA
11/30/2011 - 02/20/2015
CONOVER SECURITIES CORPORATION (BELLEVUE WA)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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