Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Marzina is a registered investment advisor representative with Bill FEW Associates, Inc.. Jeffry has been in the industry since 1989 and holds the Series 63, Series 65, Series 7 and SIE licenses. Jeffry has previously worked at BILL FEW SECURITIES, INC., WALNUT STREET SECURITIES, INC. and MID ATLANTIC CAPITAL CORPORATION. Jeffry is a Certified Financial Planner. Jeffry specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
PA
09/05/2014 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
09/03/1997 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
CA
07/30/1990 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
01/24/1989 - 05/18/1990
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
IA
Issued 07/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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