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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 Silverman is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with The Ascent Group, LLC and provides financial planning, pension consulting and selection of other advisors for both individuals and businesses. Jeffrey has been previously registered with Triad Advisors LLC, Ameritas Investment Company, LLC, Carillon Investments, Inc., and MML Investors Services, Inc. Jeffrey holds both Series 6 and 63 licenses and is a registered Investment Advisor Representative.
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
VA
06/02/2021 - Present
THE Ascent Group, LLC (VIRGINIA BEACH VA)
VA
02/02/2023 - 08/23/2024
TRIAD ADVISORS LLC (Virginia Beach VA)
VA
06/30/2006 - 01/27/2023
AMERITAS INVESTMENT COMPANY, LLC (VIRGINIA BEACH VA)
VA
03/02/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (VIRGINIA BEACH VA)
MA
06/07/1991 - 03/17/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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