Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Paris is an active investment advisor representative with a long history in the financial services industry, dating back to 1985. Jeffrey currently works for A.g.p. / Alliance Global Partners, where has been registered since 2009. Jeffrey holds a variety of securities licenses, including Series 7, 24, 63, and 66. has held previous roles at Rickel & Associates, Inc., First Interregional Equity Corp., and Atlantic Group Securities, Inc.. Jeffrey specializes in providing financial planning, portfolio management, and selection of other advisors for a variety of clients, including corporations, individuals, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
FL
10/29/2010 - Present
A.g.p. / Alliance Global Partners (BOCA RATON FL)
NJ
09/09/1997 - 02/23/1999
ATLANTIC GROUP SECURITIES, INC. (MILLBURN NJ)
NY
04/02/1997 - 08/29/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NJ
05/21/1985 - 05/16/1997
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
BOTH
Issued 05/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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