Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Yost is a registered investment advisor representative with SJS Investment Services. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey has worked at several firms, including Westport Resources Investment Services, Inc. and McDonald Investments Inc. Jeffrey is a Series 7 and Series 63 licensed advisor. Jeffrey specializes in providing financial planning and portfolio management for individuals, businesses and charitable organizations.
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.
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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OH
07/02/2003 - Present
SJS Investment Services (SYLVANIA OH)
TX
01/04/2002 - 07/03/2003
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
OH
03/06/2001 - 10/04/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 01/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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