Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Finkelman is a financial advisor registered with the state of Massachusetts. Jeffrey has been in the industry since June 2010. Jeffrey is a Chartered Financial Analyst and is registered with Fiduciary Trust International, LLC and has been with the firm since June 2020. The firm's office is in Lincoln, MA. The firm has a regulatory assets under management (AUM) of $6.32 billion. Jeffrey primarily works with individual investors, as well as pooled investment vehicles and institutional clients. Fiduciary Trust International, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses and selection of other advisors.
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.
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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MA
07/16/2015 - Present
Fiduciary Trust International, LLC (LINCOLN MA)
Active
Inactive
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