Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafat? Claim Your ProfileRafat Jadon is an Investment Advisor Representative at Regal Investment Advisors LLC. Rafat Jadon is also an insurance agent and provides insurance services through Rafat Jadon Insurance Brokerage. Rafat Jadon has been in the financial services industry since 1993. Rafat Jadon is registered with the state of Florida as an Investment Advisor Representative.
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.
Third party fees
1
2
MI
02/07/2024 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
FL
03/01/2019 - 12/31/2023
WOODBURY FINANCIAL SERVICES, INC. (STUART FL)
FL
02/16/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (STUART FL)
CA
01/03/2011 - 02/16/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
04/24/2009 - 12/31/2010
BROKER DEALER FINANCIAL SERVICES CORP. (JENSEN BEACH FL)
FL
10/26/1993 - 05/05/2009
NATIONAL PLANNING CORPORATION (JENSEN BEACH FL)
IA
Issued 09/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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