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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 Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, based in New York, NY. Jeffrey has been a financial advisor for over 25 years. Jeffrey's experience includes working with individuals, corporations, high-net-worth individuals, trusts, and pension and profit sharing plans. Jeffrey's expertise includes financial planning, portfolio management, and selection of other advisors. Jeffrey also provides financial consulting services to individuals and families.
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 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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