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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 Freeman is a financial advisor registered with Avantax Advisory Services. Jeffrey is a Certified Financial Planner™ professional with more than 20 years of experience in the financial services industry. Jeffrey has a broad range of experience in financial planning, portfolio management, and retirement planning. Jeffrey's clients include individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. In addition to his financial advisory practice, Jeffrey is also a tax preparer and accounting professional. Jeffrey provides tax preparation and accounting services to individuals and businesses. Jeffrey is also active in the community and is a member of various professional organizations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
MI
06/11/2010 - Present
Avantax Advisory Services (ROCHESTER MI)
BC
Issued 01/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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