Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Maged is a financial advisor registered with Summit Financial, LLC. Jeffrey has been in the industry for over 25 years and has a wide range of experience in financial planning, investment management, and insurance. Jeffrey specializes in working with high-net-worth individuals, families, businesses, and charitable organizations. Jeffrey also holds the Certified Financial Planner designation and has a strong commitment to providing his clients with personalized financial advice and strategies.
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.
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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VA
06/21/2023 - Present
Summit Financial, LLC (LEESBURG VA)
VA
01/30/2015 - 06/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
VA
07/30/1998 - 02/09/2015
AXA ADVISORS, LLC (FALLS CHURCH VA)
NY
07/30/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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