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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 Freiser is an investment advisor representative associated with Captrust in Tampa, FL. Jeffrey has over 20 years of experience in the financial industry and holds Series 6, 7, 26, 63, and 66 licenses. Jeffrey's experience includes working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Jeffrey's expertise lies in providing financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/29/2021 - Present
Captrust (Tampa FL)
FL
05/25/2021 - 10/29/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/19/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
FL
02/11/2014 - 09/30/2014
M HOLDINGS SECURITIES, INC. (TAMPA FL)
FL
01/18/2012 - 02/14/2014
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
07/02/2002 - 12/05/2011
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
MN
06/14/2001 - 07/05/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/14/2001 - 07/05/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/19/2001 - 05/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
12/01/1999 - 04/11/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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