Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Todd Stein is a financial advisor at Raymond James Financial Services Advisors, Inc. Jeffrey has been in the industry since March 24, 1986. Jeffrey's office is located in Avon, Connecticut. Jeffrey is registered with the state of Connecticut and several other states. Jeffrey holds the Series 63, Series 7, Series 8, Series 9, Series 10, and SIE licenses. Jeffrey is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (AVON CT)
CT
01/03/1992 - 07/16/1999
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
MA
12/03/1987 - 12/27/1991
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
03/19/1986 - 12/11/1987
MANEQUITY, INC.
BC
Issued 06/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Stein is the right advisor for you? Invested Better is here to help.
