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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 Loesser is an Investment Advisor Representative at The Estate Planners Group. Jeffrey has been in the financial services industry since September 2012. Jeffrey is licensed in Florida, New Jersey and Pennsylvania. Jeffrey has a Series 65 license and completed the Uniform Investment Adviser Law Examination in March 2016. Jeffrey has experience working with high-net-worth individuals, charitable organizations and individuals other than high-net-worth. Jeffrey also owns a portion of Loesser & Sons, LLC, a real estate investment firm.
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.
Personalized portfolio management to meet individual financial objectives.
Advice on insurance products
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.
A percentage of the total value of assets under management is charged.
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PA
03/10/2016 - Present
THE Estate Planners Group (YARDLEY PA)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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