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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 Steinberg is a financial advisor with over 27 years of experience in the financial services industry. Jeffrey Steinberg is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc.. Jeffrey Steinberg holds a Series 6, Series 7, and Series 63 license and is also a Certified Financial Planner™ and a Chartered Financial Consultant®.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
FL
04/07/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PORT SAINT LUCIE FL)
MA
12/19/2001 - 04/11/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2001 - 04/11/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
07/02/1999 - 12/10/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IN
10/01/1997 - 07/09/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/26/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MA
07/17/1995 - 08/01/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 07/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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