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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 Nagel is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with Cambridge Investment Research Advisors, Inc. in Rochester, New York. Jeffrey has previously been registered with VOYA FINANCIAL ADVISORS, INC., MML INVESTORS SERVICES, LLC, and ING FINANCIAL ADVISERS, LLC. Jeffrey has Series 6, Series 63, and SIE licenses. Jeffrey specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
Solicitation fees from 3rd party money managers
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2
NY
07/20/2023 - Present
Cambridge Investment Research Advisors, Inc. (Rochester NY)
NY
01/03/2011 - 12/09/2021
VOYA FINANCIAL ADVISORS, INC. (ROCHESTER NY)
NY
09/11/1996 - 02/05/2015
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
06/22/1999 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ROCHESTER NY)
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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