Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey George Kitzberger is a financial advisor with over 35 years of experience in the industry. Jeffrey is a registered representative and investment advisor representative with Stratos Wealth Partners, Ltd. He is a Series 7, Series 63, Series 30, Series 31, and SIE licensed professional. He is also registered in 19 states and the District of Columbia. Jeffrey has previously worked at other firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., and Everen Securities, Inc. Jeffrey offers financial planning, portfolio management for businesses and individuals, and pension consulting services. He is also a member of the Make It Happen 4 BMD Foundation and the Big Kahuna Real Estate Group, LLC.
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.
Percentage of assets under management with third party managers
1
2
OH
05/23/2012 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)
OH
08/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)
OH
01/29/1993 - 08/22/2008
UBS FINANCIAL SERVICES INC. (BEACHWOOD OH)
MO
04/23/1991 - 02/10/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MA
09/08/1989 - 04/26/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
MO
09/22/1988 - 09/20/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
02/01/1988 - 10/08/1988
DALEY SECURITIES, INC.
NA
12/23/1985 - 01/13/1988
W. S. GRIFFITH & CO., INC.
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Kitzberger is the right advisor for you? Invested Better is here to help.
