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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 Friedrich is a financial advisor who has been in the industry since May 31, 2002. Friedrich is currently registered with Equity Services, Inc. and has been with the firm since August 1, 2016. Prior to that, Friedrich was employed with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Friedrich is also a registered representative of Equity Services, Inc. and has a Series 6, Series 7, Series 26, Series 63, and Series 65 license. Friedrich specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
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2
NJ
08/01/2016 - Present
Equity Services, Inc. (RED BANK NJ)
NJ
05/31/2002 - 08/02/2016
MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)
NJ
05/31/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
IA
Issued 02/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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