Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daut is an investment advisor representative who has been in the industry since 1997. Jeffrey is currently registered with Newbridge Financial Services Group, Inc. in Boca Raton, FL and previously was registered with Wells Fargo Clearing Services, LLC in Fort Lauderdale, FL. Jeffrey is licensed in Delaware, Florida, Illinois, Missouri, New Jersey, and Pennsylvania. Jeffrey also has insurance licenses and has worked with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jeffrey has a Series 31, Series 7, Series 9, Series 10, and Series 66 license.
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.
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.
Promoter fees
1
2
FL
11/07/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
01/01/2008 - 07/25/2022
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
NJ
04/06/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NJ
07/25/1997 - 04/17/1998
THE KIRCHHOFF ORGANIZATION, LTD. (WOODCLIFF LAKE NJ)
NJ
05/22/1997 - 08/04/1997
DIMEDIO KIRCHHOFF & CO., INC. (MOORESTOWN NJ)
BOTH
Issued 12/30/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jeffrey Daut is the right advisor for you? Invested Better is here to help.
