Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Mashini is a financial professional with experience in the financial services industry. Jeffrey has worked with several firms, including FSC Securities Corporation, Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., and Signator Investors, Inc. Jeffrey currently works with Osaic Wealth, Inc. Osaic Wealth, Inc. provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/24/2019 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
GA
12/20/2018 - 08/02/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/20/2018 - 08/02/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
12/20/2018 - 08/02/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
11/02/2018 - 08/02/2019
ROYAL ALLIANCE ASSOCIATES, INC. (BOSTON MA)
MA
01/29/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MI
08/23/2013 - 10/24/2014
SIGNATOR INVESTORS, INC. (STERLING HEIGHTS MI)
BOTH
Issued 03/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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