Daniel Jeffery is a CFP-designated registered investment advisor, based in Syracuse, NY, with 30 years of industry experience.
Location
6564 Ridings Road, Syracuse, NY, 13206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the President and Co-Owner of Limestone Planning Group, Inc., a general insurance agency, and also engages in fixed insurance sales under the same name. He is also a co-owner of Firm Insurance Agency, LLC, which owns and manages residential real estate.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Cambridge Investment Research, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
Signator Investors, INC.Broker
Ibn Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Liberty Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.