Jeffrey Dorfsman (CRD# 7523534) is an Investment Advisor Representative working at Primerica Advisors in Sauk Rapids, MN and has 1 year of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Sauk Rapids, MN | Apr 2022 - Current | 2 |
Primerica Financial Services | Sauk Rapids, MN | Sep 2021 - Current | 2 |
City Of Plymouth | Plymouth, MN | Sep 2003 - Current | 20 |
Lyft Inc. | San Francisco, CA | Jan 2018 - Jun 2021 | 3 |
Jmd Media LLC | Minneapolis, MN | Jan 2017 - May 2018 | 1 |
Main Processing Inc. | Los Angeles, CA | Jun 2017 - Jun 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2022 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MN
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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