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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 Norman Powell is a financial advisor with Cornerstone Wealth. Jeffrey has over 15 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and holds the Series 7, Series 3, Series 24, Series 30, and Series 63 licenses. Jeffrey specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
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2
NC
01/03/2018 - Present
Cornerstone Wealth (Greensboro NC)
NC
05/24/2016 - 11/08/2017
LPL FINANCIAL LLC (GREENSBORO NC)
FL
08/07/2008 - 09/16/2009
SINGER XENOS SECURITIES, CORP. (CORAL GABLES FL)
FL
02/16/2004 - 08/07/2006
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
08/06/2001 - 07/25/2002
TRADESTATION SECURITIES, INC. (PLANTATION FL)
BC
Issued 06/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2005
Series 30 - NFA Branch Manager Examination
BC
Issued 03/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
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