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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 Taraboulos is a financial advisor with Integrated Wealth Concepts LLC. Jeffrey has been in the financial industry since 2000 and has a strong track record of helping clients reach their financial goals. Jeffrey is a Certified Public Accountant (CPA) and has a Personal Financial Specialist designation. Jeffrey holds Series 6, 7, and 66 licenses and is registered in Florida. Jeffrey is passionate about helping clients build a strong financial future. He offers financial planning, portfolio management, and pension consulting services. He is committed to providing personalized service to his clients.
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.
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.
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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FL
02/14/2019 - Present
Integrated Wealth Concepts LLC (Miami FL)
FL
06/29/2012 - 10/28/2015
SAGEPOINT FINANCIAL, INC. (MIAMI FL)
FL
01/13/2012 - 06/29/2012
INVESTACORP, INC. (MIAMI FL)
FL
02/26/2007 - 11/18/2011
NATIONAL PLANNING CORPORATION (MIAMI FL)
GA
05/08/2000 - 10/04/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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