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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 John Zures is an investment advisor representative with Sanchez & Zures, LLC. Jeffrey is a certified financial planner and holds the Series 65 license. Jeffrey has been with Sanchez & Zures, LLC since March 2006. They are registered with the states of District of Columbia, Florida and Virginia. Jeffrey specializes in financial planning 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.
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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VA
04/10/2006 - Present
Sanchez & Zures, LLC (MCLEAN VA)
IA
Issued 10/04/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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