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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 Edward Boyea is a financial advisor with Next Financial Group, Inc. based in Syracuse, New York. Jeffrey has been in the financial services industry for over 20 years. He is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Jeffrey has a Series 6, 7, 63, and 65 licenses. He offers investment and securities related advice through Liberty Wealth Management and fixed life insurance sales through Boyea Insurance Services.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
05/24/2022 - Present
Next Financial Group, Inc. (SYRACUSE NY)
NY
05/11/2010 - 02/20/2014
LEIGH BALDWIN & CO., LLC (SYRACUSE NY)
NY
06/01/2001 - 05/12/2010
NEXT FINANCIAL GROUP, INC. (CAMILLUS NY)
GA
10/02/2000 - 06/04/2001
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 10/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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