Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sargent is a financial advisor with over 20 years of experience in the financial services industry. He is currently a Registered Representative and Investment Advisor Representative for Stansberry Asset Management, LLC, a firm that provides portfolio management for individuals and families. Jeffrey has held positions at other firms such as Westport Resources Investment Services, Inc., LPL Financial LLC, and Citigroup Global Markets Inc. He has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/02/2025 - Present
Stansberry Asset Management, LLC (Trumbull CT)
CT
01/12/2018 - 04/09/2021
LPL FINANCIAL LLC (WEST HARTFORD CT)
CT
07/06/2009 - 01/03/2017
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
09/22/2008 - 06/29/2009
ROBOTTI & COMPANY, LLC (NEW YORK NY)
CT
09/30/2005 - 09/23/2008
PRINCOR FINANCIAL SERVICES CORPORATION (NORWALK CT)
NY
03/12/2004 - 06/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/19/2002 - 03/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/29/2000 - 08/02/2002
AXA ADVISORS, LLC (NEW YORK NY)
CT
03/06/1998 - 03/13/2000
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
NA
04/06/1993 - 10/27/1993
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2024
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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