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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 Yoon Hummel is an investment advisor representative registered with Cornerstone Advisors Asset Management, LLC, a registered investment advisor firm. Jeffrey has been in the financial services industry for over 3 years. Jeffrey is licensed to provide financial services in Pennsylvania. Jeffrey's focus is on providing investment advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, individuals, and state or municipal government entities. Jeffrey's specialties include financial planning, pension consulting, and selection of other advisors. Cornerstone Advisors Asset Management, LLC has offices located in Bethlehem, Pennsylvania.
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.
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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PA
08/24/2022 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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