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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Boudjouk is an investment advisor representative and has been in the financial industry since December 1998. Jeffrey is currently affiliated with Kestra Private Wealth Services, LLC, a firm with over 100 licensed agents and over 150 registered representatives. The firm offers investment advisory services for individuals, businesses, and institutions. Jeffrey is a registered representative in Rhode Island and has been active in the financial services industry for over 25 years. Jeffrey is also a member of the Northeast Investment Group, a firm that provides consulting services to individuals and their attorneys/advisors.
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.
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.
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.
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2
RI
06/04/2018 - Present
Kestra Private Wealth Services, LLC (Cranston RI)
RI
08/03/2007 - 12/22/2017
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
RI
04/02/2007 - 08/06/2007
MORGAN STANLEY & CO., INCORPORATED (PROVIDENCE RI)
RI
07/10/1998 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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