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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 Korbini is a financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with them since 2009. Jeffrey is also the 100% owner of Korbini Financial Services LLC, a company he started in 2015. Jeffrey has extensive experience working with a wide range of clients including high-net-worth individuals, corporations, and institutions.
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.
Investment consulting services to institutional clients
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.
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2
OH
06/17/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
10/01/1997 - 04/07/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DUBLIN OH)
MA
06/23/1997 - 10/02/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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