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Jeffrey Mark Dunseath

IBN Financial Services, Inc.

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About Jeffrey Mark Dunseath

Jeffrey Mark Dunseath is a financial advisor with IBN Financial Services, Inc. Jeffrey Dunseath has been working in the financial services industry since March 1, 2011 and is licensed to provide advisory services in 15 states including New York, Florida, Illinois, and Massachusetts. Jeffrey Dunseath is a registered representative with FINRA. Jeffrey Dunseath previously worked with Western International Securities, Inc. and Pruco Securities, LLC. Jeffrey Dunseath offers financial planning and portfolio management for individuals.

Firm Information

Jeffrey Dunseath is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection and monitoring fees

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Jeffrey Dunseath’s Registration & Firm History

NY

08/26/2021 - Present

IBN Financial Services, Inc. (Manlius NY)

NY

07/22/2016 - 11/09/2016

WESTERN INTERNATIONAL SECURITIES, INC. (MANLIUS NY)

NY

01/17/2013 - 07/26/2016

IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)

NY

02/22/2011 - 01/09/2013

PRUCO SECURITIES, LLC. (DEWITT NY)

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Licenses & Designations

BC

Issued 03/05/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2013

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Mark Dunseath.
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