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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 Eric Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC. Jeffrey is a registered investment advisor (IA) in Pennsylvania, and a broker in Arizona, California, Delaware, Florida, Illinois, New Jersey, New York and Pennsylvania. Jeffrey has been in the industry since 1995. Prior to joining Steward Partners Investment Advisory, LLC, Jeffrey was with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Jeffrey has a Series 7, Series 63, and Series 65 license, as well as the SIE exam. He specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
08/06/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
PA
08/05/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
PA
10/01/1999 - 08/07/2020
WELLS FARGO CLEARING SERVICES, LLC (CONSHOHOCKEN PA)
NC
02/16/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/16/1995 - 03/18/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/27/1995 - 07/18/1995
GENESIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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