Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Newman is a financial advisor with M Holdings Securities, Inc. Jeffrey has been in the financial industry for over 15 years and holds Series 6, 7, 63, 65, 99 and SIE licenses. Jeffrey is a registered investment advisor in Florida and has experience working with individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice and investment strategies.
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.
1
2
OR
11/16/2021 - Present
M Holdings Securities, Inc. (PORTLAND OR)
FL
01/10/2020 - 11/12/2021
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
FL
10/29/2015 - 12/11/2019
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
IL
04/29/2008 - 04/30/2009
ASSENT LLC (BOLINGBROOK IL)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 99 - Operations Professional Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Newman is the right advisor for you? Invested Better is here to help.
