Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scrimenti is a financial advisor and a Registered Representative of IP Financial Advisory Services LLC. Jeffrey has been in the financial services industry since 1992, providing financial planning and investment management services to individuals and retirement plans. He has a wide range of experience in working with various types of clients, including those with high net worth, individuals and businesses. Jeffrey is dedicated to helping his clients achieve their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
02/09/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
OR
06/14/2010 - 10/09/2015
J.P. TURNER & COMPANY, L.L.C. (Salem OR)
OR
06/27/2008 - 06/15/2010
NEWBRIDGE SECURITIES CORPORATION (SALEM OR)
OR
04/04/2006 - 07/01/2008
WORKMAN SECURITIES CORPORATION (SALEM OR)
MA
07/23/2004 - 12/31/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
05/02/2001 - 07/22/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CT
02/18/1997 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
05/08/1996 - 01/28/1997
WMA SECURITIES, INC. (DULUTH GA)
NY
09/08/1993 - 03/14/1995
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MA
12/24/1991 - 09/25/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
GA
05/08/1990 - 11/27/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
01/29/1987 - 05/16/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/19/1986 - 02/12/1987
PRUCO SECURITIES CORPORATION
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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