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 Paladini is an Investment Advisor Representative registered with Cerity Partners LLC. Jeffrey has been in the financial industry since 2001 and has experience in both investment advising and brokerage services. Jeffrey also has experience in real estate and insurance.
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.
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.
Tax services; bill pay
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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TX
04/01/2019 - Present
Cerity Partners LLC (FORT WORTH TX)
TX
12/21/2022 - 05/23/2024
ARKADIOS CAPITAL (FORT WORTH TX)
TX
03/08/2018 - 02/17/2023
BD4RIA, INC. (Hurst TX)
TX
05/25/2012 - 04/25/2018
TRIAD ADVISORS LLC (FORT WORTH TX)
TX
05/14/2010 - 05/25/2012
DEWAAY FINANCIAL NETWORK, LLC (FORT WORTH TX)
TX
04/27/2001 - 05/14/2010
H.D. VEST INVESTMENT SERVICES (FORT WORTH TX)
BOTH
Issued 07/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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