Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Berman is a financial advisor with over 30 years of experience in the financial services industry. Jeffry is currently registered with LPL Financial LLC. Previously, Jeffry was affiliated with KESTRA INVESTMENT SERVICES, LLC, CADARET, GRANT & CO., INC., MONY SECURITIES CORPORATION and W. S. GRIFFITH & CO., INC. Jeffry Berman is a highly experienced financial advisor that offers a range of services including financial planning, portfolio management for businesses and individuals and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
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NC
04/30/2020 - Present
LPL Financial LLC (WAKE FOREST NC)
NY
06/30/2017 - 05/04/2020
KESTRA INVESTMENT SERVICES, LLC (EAST SYRACUSE NY)
NY
04/08/2004 - 06/30/2017
CADARET, GRANT & CO., INC. (EAST SYRACUSE NY)
NY
11/01/1995 - 04/14/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
04/25/1995 - 11/01/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
03/19/1987 - 04/24/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
03/19/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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