Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Chorn is an active investment advisor registered in both California and Texas. Jeffrey has been in the industry since 2003 and has experience with Fidelity Personal and Workplace Advisors, Principal Funds Distributor, Inc., Citigroup Global Markets Inc. and E*TRADE Securities LLC. Jeffrey currently works at Fidelity Personal and Workplace Advisors in Torrance, California. Jeffrey's specializations include portfolio management for individuals, businesses, and investment companies, as well as financial planning and educational seminars.
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.
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
CA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (TORRANCE CA)
CA
09/04/2007 - 12/02/2011
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
CA
10/07/2004 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NJ
02/25/2003 - 09/28/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 10/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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