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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 Glassgold is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with TD Private Client Wealth LLC and is currently active in Florida, New York, North Carolina and Texas. Jeffrey specializes in providing financial advice and services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, insurance companies, charitable organizations, banking and thrift institutions, and state or municipal government entities. Jeffrey is passionate about helping his clients achieve their financial goals and has a strong understanding of the financial markets.
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.
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
FL
09/24/2021 - Present
TD Private Client Wealth LLC (WEST PALM BEACH FL)
FL
05/14/2019 - 12/05/2019
PRUCO SECURITIES, LLC. (West Palm Beach FL)
FL
06/08/2012 - 08/17/2018
PNC INVESTMENTS (BOCA RATON FL)
FL
07/06/2011 - 05/04/2012
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
04/05/2011 - 07/18/2011
VALIC FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
FL
09/16/2009 - 02/18/2010
ATLAS ONE FINANCIAL GROUP, LLC (WEST PALM BEACH FL)
FL
01/27/2009 - 09/09/2009
TD AMERITRADE, INC. (WEST PALM BEACH FL)
FL
08/10/2007 - 01/20/2009
NEWBRIDGE SECURITIES CORPORATION (JUPITER FL)
FL
03/08/2006 - 08/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
CT
01/28/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MA
10/20/2004 - 02/01/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/31/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/10/2000 - 03/26/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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