ADVISOR BIO

Jeffrey Adams is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been active in the industry since September 14, 1991. Jeffrey Adams has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since January 1994. Jeffrey Adams also worked at First Union Brokerage Services, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Jeffrey Adams holds licenses for Series 3, 6, 7, 9, 10, 31, 63, and 65 exams. Jeffrey Adams is registered in the state of Connecticut, Georgia, Maryland, South Carolina, and Texas. Jeffrey Adams is also a licensed insurance agent.

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ADVISOR BIO

Jeffrey Aaron Kaufman is a financial advisor with over 30 years of experience in the industry. Currently, Jeffrey is affiliated with Morgan Stanley. Jeffrey is licensed in 39 states as a Broker-Dealer. Jeffrey holds both Series 7 and Series 63 licenses and is a registered Investment Advisor. Jeffrey has held positions at several well-known firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation.

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ADVISOR BIO

Jeffrey Cohen is a financial advisor registered with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since 1995. Jeffrey is registered to provide investment advisory services in Florida, Hawaii, Maryland, North Carolina, Pennsylvania, Virginia and Wisconsin. Jeffrey also provides tax preparation services through their own firm, Jeff Cohen CPA, LLC. Jeffrey is registered with Cetera Investment Advisers LLC which manages over $100 billion in assets. Cetera Investment Advisers LLC offers a wide range of financial planning and investment services.

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ADVISOR BIO

Jeffrey Haiman Colbus is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is currently registered with Osaic FA, Inc. and is licensed to provide financial advice in several states including Delaware, Maryland, New Jersey and Virginia.

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ADVISOR BIO

Jeffrey Klauenberg is a financial advisor at CoreCap Advisors, a firm headquartered in Southfield, Michigan. Jeffrey has been a registered representative in the financial services industry since 1983 and has worked with clients of all types including individuals, businesses and retirement plans. Jeffrey holds multiple industry licenses and designations including a Series 7, Series 6, Series 22 and Series 63. He is also a Certified Financial Planner. Jeffrey's practice specializes in helping individuals and families plan for their financial future. He also works with businesses to provide retirement planning services. Jeffrey has a strong commitment to providing personalized service and helping his clients achieve their financial goals.

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ADVISOR BIO

Jeffrey D. Smith is a financial professional with over 20 years of experience in the financial services industry. Jeffrey holds Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant. Jeffrey is currently registered with Private Client Services, LLC. Prior to joining Private Client Services, LLC, Jeffrey was a registered representative with Cetera Advisors LLC. Jeffrey has a history of working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, and high-net-worth individuals.

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ADVISOR BIO

Jeffry David Ambrose is a registered representative with Equitable Advisors, LLC, based in Freeland, MD. Jeffry has been in the securities industry since 2008. Jeffry holds the Series 66, Series 7, and SIE licenses. Jeffry specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Jena Flowers is a financial professional who has been in the industry since 2015 and is currently registered with Stifel, Nicolaus & Company, Inc.. Jena is located in BALTIMORE, MD. Jena holds the Series 99 and SIE licenses.

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ADVISOR BIO

Jenienne Fagan is a financial advisor with LPL Financial LLC. Jenienne has been working in the financial industry since 1991 and has a wide range of experience serving individual investors and small businesses. Jenienne is committed to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.

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ADVISOR BIO

Jenita Ann Beach is an active investment advisor representative with Osaic FS, Inc.. Jenita is licensed to conduct business in Maryland. She has been in the industry since September 24, 2020. Jenita has earned her Series 6TO and SIE licenses and has experience with investment companies and variable contracts, securities industry essentials, and other products and services.

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