Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kaufmann is an investment advisor representative with Lido and has been in the industry for over 30 years. He holds the Series 63, Series 66 and Series 7 licenses. Jeffrey has previously worked at Weiss Capital Securities, Inc., UBS Financial Services Inc., Credit Suisse First Boston LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Jeffrey has specialized in providing financial planning, educational seminars, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. He also has experience providing portfolio management services to ERISA pooled plans, charitable organizations, high-net-worth individuals, and corporations or other businesses.
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.
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.
1
2
CA
12/23/2024 - Present
Lido (LOS ANGELES CA)
FL
06/04/2008 - 01/19/2011
WEISS CAPITAL SECURITIES, INC. (JUPITER FL)
FL
01/25/2007 - 02/15/2008
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
NY
01/17/2003 - 10/19/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
03/20/1990 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Kaufmann is the right advisor for you? Invested Better is here to help.
