Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group, located in Fleming Island, Florida. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is a Chartered Financial Analyst (CFA) and holds a Series 7, Series 24, and Series 63 licenses. Jeffrey specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
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.
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.
1
2
FL
11/17/1997 - Present
Camarda Wealth Advisory Group (FLEMING ISLAND FL)
MO
10/27/1999 - 09/01/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
02/24/1993 - 06/09/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/24/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/21/1990 - 01/20/1993
MONY SECURITIES CORP. (NEW YORK NY)
NY
03/21/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
08/29/1988 - 02/25/1989
POWER SECURITIES CORPORATION
NA
11/23/1984 - 11/01/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 12/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1986
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Camarda is the right advisor for you? Invested Better is here to help.
