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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 Fratarcangeli is a financial advisor with over 27 years of experience in the industry. Jeffrey is currently registered with Thurston Springer Advisors, a firm with over $3.95 billion in regulatory assets under management. Prior to this, Jeffrey was with Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey's experience and expertise allow him to provide investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. He provides a range of financial planning services, including portfolio management, financial planning, and educational seminars.
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.
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.
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.
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MI
12/15/2023 - Present
Thurston Springer Advisors (Bloomfield Hills MI)
MI
03/28/2014 - 01/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMFIELD HILLS MI)
MI
10/31/2008 - 03/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NY
11/26/2004 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
07/01/2003 - 11/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/17/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/04/1998 - 08/02/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/23/1996 - 09/09/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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