Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Foreman is a registered investment advisor representative with Advisory Services Network, LLC. Jeffrey has been in the industry since 1997 and has experience in providing financial planning and portfolio management services to individuals and businesses. Jeffrey is also a Certified Public Accountant (CPA) and owns and operates Foreman and Milks, CPA's, P.C.. Advisory Services Network is a registered investment advisor firm based in Atlanta, Georgia. They provide a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. Advisory Services Network has over $6.8 billion in assets under management and a team of over 200 licensed investment advisor representatives.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
GA
12/16/2021 - Present
Advisory Services Network (AUGUSTA GA)
GA
10/15/2014 - 01/02/2015
KOVACK SECURITIES INC. (Augusta GA)
GA
09/19/2006 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (AUGUSTA GA)
FL
05/17/2006 - 09/20/2006
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Foreman is the right advisor for you? Invested Better is here to help.
