Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stuart Lazar is a financial professional with over 30 years of experience in the financial services industry. Jeffrey has held various roles in the industry, including President/Financial Professional at LAZAR FINANCIAL SERVICES INC, Independent Insurance Agent for various independent insurance companies, and Advisory Representative of a Registered Investment Advisor (RIA) at Cambridge Investment Research Advisors, Inc. Jeffrey holds FINRA Series 7, 63, and 65 licenses and is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Jeffrey is a Registered Investment Advisor (RIA) and offers financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Plantation FL)
FL
01/27/2004 - 10/10/2019
FSC SECURITIES CORPORATION (PLANTATION FL)
NY
11/06/1990 - 01/28/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
07/30/1990 - 11/12/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
05/17/1989 - 05/17/1990
SCHWEITZER & COMPANY
NA
11/19/1987 - 05/17/1990
SCHWEITZER & COMPANY
NA
01/03/1989 - 05/19/1989
GLOBAL CAPITAL SECURITIES, INC.
NA
07/21/1987 - 12/22/1987
RLR SECURITIES GROUP, INC.
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lazar is the right advisor for you? Invested Better is here to help.
