Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alstot is a financial advisor who has been active in the industry for over 7 years. Jeffrey is currently registered with Kelsey Financial, LLC and has been with the firm since 2018. Previously, Jeffrey worked at DFPG Investments, Inc. and United Planners' Financial Services of America. Jeffrey has a Series 66, a Series 7, and a SIE license and is licensed to offer financial services in California, Nevada, and Texas. Kelsey Financial, LLC provides financial planning, portfolio management, and educational seminars to clients in a variety of areas. Jeffrey's client base consists of high-net-worth individuals, other investment advisors, and individuals other than high-net-worth. The firm manages over $138 million in assets.
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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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
CA
09/09/2021 - Present
Kelsey Financial, LLC (MOORPARK CA)
CA
10/27/2017 - 05/01/2018
DFPG INVESTMENTS, INC. (Calabasas CA)
CA
11/28/2016 - 11/08/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Alstot is the right advisor for you? Invested Better is here to help.
