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Jeffrey Owen Steinberg

Nextrend Securities, Inc.

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About Jeffrey Owen Steinberg

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.

Firm Information

Jeffrey Steinberg is currently registered with Nextrend Securities, Inc.. Nextrend Securities, Inc. is a Corporation formed in 1997-07-24. The firm is registered with the SEC and in 31 states.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Steinberg’s Registration & Firm History

TX

11/22/2019 - Present

Nextrend Securities, Inc. (Austin TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Owen Steinberg.
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