Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cartwright is a financial professional with over 12 years of experience in the industry. He holds Series 63, Series 65, Series 6TO, and SIE licenses and is registered with the state of Michigan as both a Broker-Dealer and Investment Advisor Representative. Jeffrey is currently employed by Asset Allocation Strategies, LLC, an investment advisor firm based in Farmington, MI. His primary focus is on providing financial planning and portfolio management services to individuals and businesses. His firm, Asset Allocation Strategies, LLC, manages over $626 Million in assets for a diverse client base that includes both high-net-worth individuals and pension and profit-sharing plans.
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.
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.
1
2
MI
05/06/2024 - Present
Asset Allocation Strategies, LLC (Curran MI)
IA
Issued 05/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cartwright is the right advisor for you? Invested Better is here to help.
