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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 Philip Bearance has been in the financial services industry since July 27, 2000. Jeffrey is currently registered with Osaic Wealth, Inc. in Michigan. Jeffrey has been with Osaic Wealth, Inc. since November 2, 2018. Prior to that, Jeffrey was registered with Signator Investors, Inc. in Michigan. Jeffrey has passed the Series 6, Series 7, Series 63, and Series 66 exams. Jeffrey also holds the SIE designation. Jeffrey provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients. Jeffrey specializes in serving high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Jeffrey is registered as an investment advisor representative in California, Indiana, Michigan, Ohio, and Tennessee.
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.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
07/28/2000 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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