Unclaimed
Jeffrey Steinberg is a registered representative with Nextrend Securities, Inc. located in Austin, Texas. He is a Series 63, Series 22TO, and SIE licensed professional. Jeffrey has been in the industry since November 2019 and is currently licensed in California and Texas.
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.
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.
1
2
TX
11/22/2019 - Present
Nextrend Securities, Inc. (Austin TX)
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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