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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 Howard Black is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and has over 30 years of experience in the industry. Jeffrey is registered with the state of Maryland and holds the Series 6, 7, 22, 63, and 65 licenses, and the SIE certification. Prior to joining Cambridge Investment Research Advisors, Inc., Jeffrey worked at INTERSECURITIES, INC., FORTIS INVESTORS, INC., and NEW ENGLAND SECURITIES. Jeffrey is also an independent insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
05/08/2007 - Present
Cambridge Investment Research Advisors, Inc. (TOWSON MD)
MD
02/27/1998 - 05/11/2007
INTERSECURITIES, INC. (TOWSON MD)
MN
02/01/1995 - 03/06/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
01/19/1988 - 01/06/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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