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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 Anderson is a financial advisor with Axxcess Wealth Management, LLC, a Registered Investment Advisor (RIA) firm based in Carlsbad, California. Jeffrey has been in the financial industry for over 20 years, working previously with firms such as Inverness Securities, LLC, Safeguard Securities, Inc., and Ancora Securities, Inc. Jeffrey is a Chartered Financial Analyst. Jeffrey focuses on financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages assets for individuals, high net worth individuals, corporations, pension and profit-sharing plans, 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/29/2024 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
OH
01/22/2016 - 04/03/2020
INVERNESS SECURITIES, LLC (CLEVELAND OH)
OH
04/09/2013 - 12/31/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
11/24/2010 - 04/09/2013
ANCORA SECURITIES, INC. (CLEVELAND OH)
NY
04/30/2007 - 12/02/2008
MILLENCO, L.L.C. (NEW YORK NY)
CA
10/01/2000 - 03/10/2006
KELLOGG CAPITAL GROUP LLC (LA JOLLA CA)
NY
04/04/2002 - 06/06/2002
PERFORMANCE SPECIALIST GROUP LLC (NEW YORK NY)
NY
03/09/1999 - 09/14/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/09/1999 - 09/14/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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