Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Chasman is a financial advisor with Truist Advisory Services, Inc. Jeffrey has been in the financial services industry since February 1, 2000. Jeffrey's areas of expertise include portfolio management for individuals and businesses, financial planning, selection of other advisors, and publication of periodicals. Jeffrey is registered as a broker-dealer and an investment advisor in several states including California, Colorado, Florida, Georgia, Illinois, Louisiana, New Hampshire, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
02/11/2019 - Present
Truist Advisory Services, Inc. (DUNWOODY GA)
GA
07/31/2009 - 04/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
10/01/2000 - 08/04/2009
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NC
02/02/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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