Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McIntire is a financial professional with over 12 years of experience in the financial services industry. Jeffrey currently works for Osaic Wealth, Inc. where he provides financial planning and investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Prior to joining Osaic Wealth, Inc. Jeffrey worked as a financial advisor for Signator Investors, Inc. Jeffrey is registered as a Registered Representative with FINRA and is also a Registered Investment Advisor. Jeffrey holds Series 6, 63, and 65 securities licenses and holds the SIE designation.
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
NJ
06/26/2023 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
12/23/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey McIntire is the right advisor for you? Invested Better is here to help.
