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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 McCormack is a Registered Representative and Investment Advisor Representative at Manning & Napier Advisors, LLC. Jeffrey has been in the financial industry since November 2014. Jeffrey is a Chartered Financial Analyst and holds Series 63 and 66 licenses. Jeffrey's firm provides a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
10/29/2024 - Present
Manning & Napier Advisors, LLC (Webster NY)
Active
Inactive
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