Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Maior Goldfarb is a financial advisor with over 30 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and has offices in Buffalo, NY and New Orleans, LA. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey is also a Certified Financial Planner. Jeffrey has previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
10/06/2016 - Present
Raymond James Financial Services Advisors, Inc. (BUFFALO NY)
NY
01/19/1988 - 09/21/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
MN
01/19/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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