Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bezanson is a financial advisor with Pathstone. Jeffrey has been in the financial services industry since 1998 and has held registrations with both Fidelity Brokerage Services LLC and Pathstone. He holds licenses for Series 7, 9, 10, 63 and 66. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the investment advisory industry and holds an active investment advisor registration with both Florida and Massachusetts. Jeffrey also owns a real estate investing partnership called Sanctum Partners.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
06/21/2022 - Present
Pathstone (BOSTON MA)
MA
07/28/1998 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 02/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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