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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 Magson is a financial advisor associated with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since 1995 and has served as a Registered Representative and Investment Advisor Representative in several states, including New York, North Carolina, and Texas. Jeffrey holds Series 4, 7, 24, 51, 63, 65, 99, and SIE licenses. Jeffrey specializes in providing portfolio management services to individuals, businesses, investment companies, and pension 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.
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.
Asset allocation services
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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2
NY
03/11/2024 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
TX
10/25/2019 - 03/09/2020
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
09/16/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MO
03/19/2010 - 08/30/2010
EDWARD JONES (ST. LOUIS MO)
WA
04/04/1995 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
MN
04/04/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/20/1994 - 03/31/1995
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
09/22/1993 - 09/20/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 06/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/21/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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