Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Grodsky is a financial advisor with Avantax Advisory Services. He is based in DALLAS, TX and has been in the industry since 2008. Jeffrey is registered with the state of Maryland and is also licensed to sell securities in New Mexico. Jeffrey provides financial planning and investment advice to clients of all ages and income levels. Jeffrey is passionate about helping clients achieve their financial goals and he is committed to providing them with personalized, high-quality service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/17/2020 - Present
Avantax Advisory Services (DALLAS TX)
BC
Issued 01/07/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Grodsky is the right advisor for you? Invested Better is here to help.
