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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 Kantor is an investment advisor representative with Steward Partners Investment Advisory, LLC, and has been in the industry since 1998. Jeffrey has worked with several financial institutions before joining Steward Partners in 2009, and has a wide range of experience. He has been registered as a financial advisor in several states including Oregon, Texas, California, Florida, and New York. He holds licenses for Series 7, 63, 31, and SIE examinations. Jeffrey has experience in financial planning, pension consulting, and selection of other advisors. He specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OR
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
05/02/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
08/27/1998 - 05/07/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 9/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 8/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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