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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 Paul Couzens is a financial advisor who has been in the industry since 1999. He has a strong background in both investment advisory and brokerage services. Jeffrey is a Series 63 and 65 licensed advisor with a Series 7 and SIE license as well. Jeffrey is a Certified Financial Planner, which means he has met certain educational and experience requirements and has passed a rigorous exam demonstrating his knowledge of financial planning. Currently, Jeffrey is a wealth advisor with CWM, LLC DBA Carson Partners, a firm that provides portfolio management, financial planning, estate planning and other advisory services. He was previously with Royal Alliance Associates, Inc. and KARN COUZENS AND ASSOCIATES, INC. Jeffrey has a strong commitment to helping clients reach their financial goals and provides a range of services to meet their needs.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
CT
05/10/2022 - Present
CWM, LLC (Wallingford CT)
CT
08/12/1999 - 05/11/2022
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
IA
Issued 03/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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