Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Christopher Brewer is a financial professional with over 12 years of experience in the industry. Jeffrey is currently registered with Choreo, LLC and has a Series 66, Series 24, and Series 7 license. Previously, Jeffrey was registered with DFA Securities LLC in Charlotte, NC. Jeffrey's experience includes investment advising and financial planning for both individuals and businesses. Jeffrey has a strong background in portfolio management, with a focus on retirement planning. Jeffrey is also a Certified Financial Planner.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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NC
02/14/2024 - Present
Choreo, LLC (Charlotte NC)
NC
10/10/2011 - 10/01/2019
DFA SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 07/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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