Jeffrey BiroCRD Number: 3125778
Current Firm: Investment Centers Of America, Inc.
Jeffrey Biro (CRD# 3125778) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Investment Centers Of America||Scottsdale, AZ||Mar 2009 - Current||7|
|Woodbury Financial||Scottsdale, AZ||Jun 2006 - Mar 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV