Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Doom is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works for Private Advisor Group, LLC and is registered with FINRA and several states, including Minnesota, Texas and others. Jeffrey has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. Jeffrey holds Series 7, 63 and 65 securities licenses, as well as the SIE exam. Jeffrey has a Certified Financial Planner designation and offers financial planning, portfolio management, and investment advisory services to individuals, corporations, pension and profit-sharing plans, and charitable 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.
Solicitation/referral
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/referral fees
1
2
NJ
07/29/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MN
09/20/2007 - 03/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
MN
06/08/2000 - 09/26/2007
A. G. EDWARDS & SONS, INC. (EDINA MN)
IA
Issued 12/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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