Unclaimed
Jeffrey Egizi is a financial advisor with over 14 years of experience in the financial services industry. Jeffrey is currently registered with Clarfeld Financial Advisors, LLC and is licensed in New Hampshire and Texas. Jeffrey specializes in providing financial planning, portfolio management, and investment advisory services for high net worth individuals, corporations, and charitable organizations. Jeffrey is a Chartered Financial Analyst (CFA). Previously, Jeffrey was with Athena Capital Advisors LLC in Lincoln, MA and KPF Global Investment Strategies/Paladin Advisors, LLC in Kensington, NH.
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.
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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NY
10/03/2022 - Present
Clarfeld (TARRYTOWN NY)
Active
Inactive
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