Unclaimed
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 Avantax Advisory Services. Jeffrey has been in the financial services industry since October 15, 2011 and has been registered with Avantax Advisory Services since July 28, 2021. Jeffrey is also a board member at Bellport Country Club. Prior to joining Avantax Advisory Services, Jeffrey was a financial advisor at 1st Global Capital Corp. and Oppenheimer & Co. Inc. Jeffrey holds a Series 7, Series 63, and Series 66 license and is also a Certified Financial Planner. Jeffrey specializes in financial planning, portfolio management, and pension consulting. Jeffrey has a strong track record of providing excellent service to his clients and is dedicated to helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/28/2021 - Present
Avantax Advisory Services (DALLAS TX)
NY
06/15/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HAUPPAUGE NY)
NY
03/07/2012 - 07/06/2015
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
09/05/2011 - 01/25/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 11/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Nagel is the right advisor for you? Invested Better is here to help.
