Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M Wasserman is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Lion Street Financial, LLC in Cleveland, Ohio. Jeffrey has a Series 6 license and has previously held registrations with Park Avenue Securities LLC and Guardian Investor Services Corporation.
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.
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.
1
2
OH
04/25/2022 - Present
Lion Street Financial, LLC (Cleveland OH)
OH
05/03/1999 - 02/02/2022
PARK AVENUE SECURITIES LLC (CLEVELAND OH)
NY
03/17/1986 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Wasserman is the right advisor for you? Invested Better is here to help.
