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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 Leibfarth is a financial advisor based in PALM BEACH GARDENS, FL. He has been working in the financial industry since 1991. Jeffrey Leibfarth has worked for Legend Equities Corporation, Brecek & Young Advisors, Inc., Donahue Securities, Inc., PMG Securities Corporation, L.M. Kohn & Company, AAG Securities, Inc., Aegon USA Securities Inc., Legend Capital Corporation, Titan/Value Equities Group, Inc. and GWN Securities Inc.. He is currently registered with GWN Securities Inc. as a Registered Representative and Investment Advisor Representative. Jeffrey Leibfarth specializes in offering services to high net worth individuals, individuals other than high net worth and corporations or other businesses.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
11/11/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
OH
12/02/2003 - 11/11/2014
LEGEND EQUITIES CORPORATION (LIBERTY TOWNSHIP OH)
CA
03/22/2001 - 12/04/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
11/23/1998 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
IL
08/27/1997 - 12/07/1998
PMG SECURITIES CORPORATION (ELGIN IL)
OH
06/15/1995 - 07/11/1997
L.M. KOHN & COMPANY (CINCINNATI OH)
OH
09/02/1994 - 04/17/1995
AAG SECURITIES, INC. (CINCINNATI OH)
IA
09/21/1993 - 09/02/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
06/25/1992 - 08/31/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
11/08/1989 - 09/27/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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