Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey De alday Regalado is a financial advisor with GWN Securities Inc. based in PALM BEACH GARDENS, FL. Jeffrey has been in the financial services industry since 2001 and has experience working with a variety of clients including individuals and businesses. Jeffrey is also a registered Investment Advisor Representative, meaning he can provide investment advice to clients in California. Jeffrey holds a variety of licenses and certifications including the Series 6, 63, 65 and 26 exams. Jeffrey specializes in providing financial planning, market timing services, and portfolio management for individuals 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
07/15/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
06/15/2006 - 07/16/2010
GREAT AMERICAN ADVISORS, INC. (IRVINE CA)
GA
03/11/2003 - 05/31/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)
AZ
05/22/2002 - 03/25/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
11/15/2001 - 05/20/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MN
08/07/2001 - 11/08/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 11/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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