Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kercorian is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with CG Advisory Services. Jeffrey has previously worked at Wells Fargo Advisors Financial Network, LLC, Next Financial Group, Inc., Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey provides a variety of financial services to individuals, businesses, charitable organizations, and pension 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
08/21/2023 - Present
CG Advisory Services (Troy MI)
MI
04/14/2020 - 08/17/2023
MURIEL SIEBERT & CO., INC. (Troy MI)
MI
12/11/2015 - 05/11/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TROY MI)
MI
05/12/2015 - 12/03/2015
NEXT FINANCIAL GROUP, INC. (TROY MI)
MI
06/25/1998 - 01/22/2008
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
TX
04/12/1995 - 06/08/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/17/1993 - 03/30/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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