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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 Jules Capone is a registered investment advisor representative at Fiducient Advisors LLC. Jeffrey has been in the industry since November 2009. Jeffrey's main office is located in Windsor, Connecticut. Jeffrey has passed the Series 65 exam, Uniform Investment Adviser Law Examination. Fiducient Advisors LLC is a registered investment advisor firm with its main office located in Chicago, Illinois. The firm provides investment advisory services to individuals, families, and institutions. Fiducient Advisors LLC's services include financial planning, portfolio management, and investment consulting. The firm has a long history of providing personalized and customized financial advice to its clients.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/12/2021 - Present
Fiducient Advisors LLC (CHICAGO IL)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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