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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 Costello is an active investment advisor representative with Prosperity Capital Advisors, based in Berkeley Heights, NJ. Jeffrey Costello has been in the industry for over 11 years and holds a Series 6, Series 63, Series 65 and SIE licenses. Jeffrey Costello has a strong background in financial education and offers a range of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Previous experience includes MML Investors Services, LLC. and OneTeam Financial, LLC. Jeffrey Costello's specializations include: Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars.
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.
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.
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
NJ
11/09/2023 - Present
Prosperity Capital Advisors (Berkeley Heights NJ)
NJ
11/23/2011 - 02/25/2019
MML INVESTORS SERVICES, LLC (Warren NJ)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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