Jeffrey Fossen is a CFA-designated registered investment advisor, based in Cleveland, OH, with 24 years of industry experience.
Location
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a minority member/owner of Inverness Holdings LLC, a holding company for several other entities. He has no current duties, management, or supervisory responsibilities for any of the entities Inverness Holdings encompasses.
Employment History
Previous Registrations
Ancora Private Wealth Advisors, LLC
Northern Trust Bank Fsb
State Registrations1 state
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