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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 Joseph Borgert is an investment advisor representative at Goelzer Investment Management. Jeffrey has been in the financial services industry since 1998, and holds Series 6, 7, 63 and 65 licenses. Jeffrey has worked for several firms throughout their career including Stifel, Nicolaus & Company, Incorporated, McDonald Investments Inc, and John Hancock Distributors, Inc. Jeffrey specializes in providing investment advice to individuals, businesses, and charitable organizations. Goelzer Investment Management is a firm that provides financial planning and portfolio management services to high-net-worth individuals, families, businesses, and foundations. Goelzer's clients benefit from the firm's commitment to personalized service and a comprehensive approach to financial planning.
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.
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.
Portfolio monitoring/consulting
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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2
IN
07/14/2017 - Present
Goelzer Investment Management (CARMEL IN)
IN
05/16/2005 - 07/06/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
OH
10/26/1998 - 05/17/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MA
01/22/1998 - 07/02/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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