Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fine is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Money Concepts Capital Corp. and has a Series 6, Series 63, and Series 65 license. Jeffrey specializes in providing financial planning and portfolio management for individuals and businesses. Jeffrey is also experienced in working with charitable organizations and pension and profit-sharing plans. Jeffrey's office is located in Washington, PA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
PA
10/10/2008 - Present
Money Concepts Capital Corp. (WASHINGTON PA)
IA
Issued 10/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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