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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 K Dunwoody is a financial professional with over 20 years of experience in the industry. Jeffrey currently holds registrations with Cadaret, Grant & CO., Inc., Western International Securities, Inc., Next Financial Group, Inc., Sorrento Pacific Financial, LLC and Cuso Financial Services, LP. Jeffrey is also a registered principal with Cadaret, Grant & CO., Inc. Jeffrey holds the Series 63, 65, 24, 7 and SIE licenses. Jeffrey specializes in providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/10/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
GA
08/29/2014 - 03/12/2019
CETERA ADVISORS LLC (ATLANTA GA)
GA
09/09/2002 - 07/02/2013
OPPENHEIMER & CO. INC. (ATLANTA GA)
NY
02/07/2000 - 09/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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