Jeffrey Waxman (CRD# 5210211) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 24 years of experience in the finance industry. Jeffrey Waxman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sole Proprietor Insurance Agent | Parkland, FL | Sep 2017 - Current | 6 |
| Waxman Financial | Parkland, FL | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- FL
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts113ACCOUNTS
-
Average Account Value$259,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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