Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Osteen is a financial advisor with over 15 years of experience in the financial services industry. Jeffrey currently works with Avantax Advisory Services and Avantax Planning Partners, Inc. Jeffrey is registered to provide investment advice in Alabama, Florida, Massachusetts, Ohio, Texas and Virginia. Jeffrey specializes in providing financial planning and portfolio management services to individuals, corporations, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
02/05/2024 - Present
Avantax Advisory Services (Jacksonville FL)
FL
06/26/2023 - 11/13/2023
CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)
FL
04/21/2022 - 06/26/2023
ARKADIOS CAPITAL (Jacksonville FL)
CO
07/16/2014 - 10/13/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 12/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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