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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 Trugman is a financial advisor with over 28 years of experience in the industry. Jeffrey currently works with Cambridge Investment Research Advisors, Inc. and has also worked with other firms including MetLife Securities Inc., Metropolitan Life Insurance Company, MONY Securities Corp., and Cambridge Investment Research, Inc. Jeffrey is registered as a registered representative and investment advisor representative in the state of New York. Jeffrey specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Jeffrey provides financial planning, portfolio management, and other advisory services. Jeffrey is also a Certified Financial Planner and Chartered Financial Consultant.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NY
03/30/2021 - Present
Cambridge Investment Research Advisors, Inc. (Plainview NY)
NY
04/20/1995 - 02/09/2015
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
03/28/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NY
09/15/1994 - 02/09/1995
MONY SECURITIES CORP. (NEW YORK NY)
MA
06/17/1993 - 07/25/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/17/1993 - 07/25/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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