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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 Scott Bennett is a registered Investment Advisor Representative. Jeffrey has been in the industry for over 20 years. He is currently registered with Global Retirement Partners LLC in New York and Florida. Jeffrey is a Series 65 licensed Investment Advisor Representative and has a record of working with corporations and other businesses, charitable organizations, high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
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.
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CA
08/31/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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