Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Dorward is a financial advisor registered with Osaic Wealth, Inc. Jeffrey has been in the financial services industry since 2001. Jeffrey is a Certified Financial Planner and holds the Series 66, Series 7, and SIE securities licenses. Jeffrey has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, trusts, pension and profit-sharing plans, and pooled investment vehicles. Jeffrey provides a variety of financial planning services, including portfolio management, retirement planning, college savings, and estate planning.
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.
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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WI
11/02/2018 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
12/08/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
WI
03/25/2017 - 12/13/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
01/05/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
NJ
06/01/2011 - 01/06/2015
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
WI
02/16/2001 - 06/07/2011
AXA ADVISORS, LLC (CEDARBURG WI)
BOTH
Issued 03/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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