Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Beyer is a financial advisor at AE Wealth Management, LLC. Jeffrey has been in the financial industry since 2009. Jeffrey holds a Series 63, Series 65, and Series 6 licenses and a SIE certification. Jeffrey has experience working with individuals, families, corporations, and businesses. He specializes in financial planning, retirement planning, and investment management. Jeffrey is committed to helping his clients achieve their financial goals.
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
PA
03/01/2019 - Present
AE Wealth Management, LLC (Newton PA)
PA
01/20/2017 - 03/01/2019
USA FINANCIAL SECURITIES CORPORATION (Newtown PA)
PA
03/06/2014 - 12/31/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NEWTON PA)
PA
11/11/2009 - 03/07/2014
BCG SECURITIES, INC. (NEWTOWN PA)
IA
Issued 11/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeffrey Beyer is the right advisor for you? Invested Better is here to help.
