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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 Danzinger is a financial advisor with over 50 years of experience in the industry. Currently, Jeffrey is registered with Raymond James & Associates, Inc. Jeffrey has held positions at various firms including Merrill Lynch, Pierce, Fenner & Smith, Inc., WILL S. HALLE & COMPANY, COWEN & CO., and HARTZMARK & CO., INC. Jeffrey is registered to provide financial advice in 39 states and has passed various exams including the Series 63, Series 65, Series 7TO, and Series 9.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/07/2024 - Present
Raymond James & Associates, Inc. (BEACHWOOD OH)
NA
04/25/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
06/18/1974 - 03/25/1977
WILL S. HALLE & COMPANY
NA
04/23/1974 - 06/19/1974
COWEN & CO.
NA
06/06/1968 - 05/10/1974
HARTZMARK & CO., INC.
IA
Issued 03/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1977
PC - AMEX Put and Call Exam
BC
Issued 06/03/1968
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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