Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCarty is an Investment Advisor Representative with Simplicity Wealth. Jeffrey has been in the financial services industry since 1997. He is a licensed insurance agent and an accredited claims agent with the Veterans Administration. Jeffrey is also a legal document assistant. He is registered in California as an Investment Advisor Representative. Jeffrey specializes in providing financial planning, investment management, and education seminars to individuals and businesses. Jeffrey holds a Series 65 license.
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.
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.
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CA
07/26/2019 - Present
Simplicity Wealth (Santa Clarita CA)
IA
Issued 06/17/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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