Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Biro is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Jeffrey has been in the industry since 1998 and is currently registered in Arizona and Texas. Previously, Jeffrey was affiliated with Investment Centers of America, Inc., Woodbury Financial Services, Inc., J.W. Cole Financial, Inc., Signator Investors, Inc., AFS Brokerage, Inc. and Conseco Securities, Inc.. Jeffrey's certifications include the Series 6, 7TO, 63, and 65.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
10/30/2017 - Present
Cambridge Investment Research Advisors, Inc. (Scottsdale AZ)
AZ
03/20/2009 - 10/30/2017
INVESTMENT CENTERS OF AMERICA, INC. (SCOTTSDALE AZ)
AZ
06/30/2006 - 03/27/2009
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
09/01/2004 - 07/03/2006
J.W. COLE FINANCIAL, INC. (SCOTTSDALE AZ)
MA
08/16/2002 - 09/23/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
TX
06/07/2002 - 07/31/2002
AFS BROKERAGE, INC. (AUSTIN TX)
IN
10/20/1998 - 06/07/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IA
Issued 05/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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