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Featured Business Financial Advisor in St. Louis, MO
St. Louis Financial Advisors
Severin Investments, LLC
211 N Broadway, Suite 2925
St. Louis, MO 63102
(314) 983-2707
“Investment Strategies That Take Advantage of Current Events”
Advisor Profile
Jeffrey Severin
Name:  Jeffrey Severin
Phone Number:  (314) 983-2707
Website:  Visit Website
Disclosure Link:
Investment advice offered th...
Disclaimer
Securities and Insurance Products: Not Insured by FDIC or any Government Agency>May Lose Value>Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through Severin Investments LLC.

About Severin Investments, LLC

Severin Investments LLC is an independent money management
firm serving individuals and institutions across the United
States. We pride ourselves in providing our clients with
unparalleled customer service. Our mission is to spread our
investment philosophy and show people that they don't have to
be among the ultra-wealthy to with a professional money
manager. Our actively managed portfolios of stocks, bonds, and
ETFs are different from the mutual funds and passive
investments that most people are presented with when speaking
with an advisor. Our blended portfolios allow us to scale our
business model to many different account sizes and provide the
benefits of our investment philosophy to a wide array of
investors.

Make an appointment with a Severin Investments representative
today to learn more about how a diversified portfolio of
stocks, bonds, and ETFs can help you reach your financial
goals!


Severin Investments is one of the top 3% wealth managers
recognized by St. Louis Magazine and a Five Star Wealth
Manager recognized by the Wall Street Journal.
 

General Information

Gender:    Male
CRD#:    2345958
Firm CRD#:    11025
Insurance License#:    PR235493
Name of Custodial Firm:    TD Ameritrade, LPL Financial
States Licensed in:    California, Delware, Florida, Georgia, Iowa,
Illinois, Indiana, Kansas, Massachusetts,
Michigan, Missouri, Montana, North Carolina, New
Mexico, Nevada, Ohio, Pennsylvania, Tennessee,
Wisconsin
States Willing to do Business in:    ALL
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    14
Work Experience:    Jeffrey Severin, President of Severin Investments has been assisting investors for the past 20 years. Mr. Severin started his career as a Registered Investment Advisor Representative with John Hancock Financial Services and moved into advising individuals as Vice President of Investments at UBS-PaineWebber.

Mr. Severin attended Iowa State University. His undergraduate degree is in Finance and he has earned his MBA.

Severin Investments is a financial firm providing comprehensive financial services for investors. Our services include wealth preservation, investment management and selection, long term care planning, estate planning, and conservatorship and trustee services. To learn more about Severin Investments to www.severinfinancialgroup.wfadv.com

CREDENTIALS
Series 6, 7, 63, 24 & 65; Security Registrations: Life & Health Licenses in several states and an MBA.
I work with the following types of clients:    Businesses, Individual Investors
 

Education

Academic Background
 
BA Finance, MBA
 

Services

Investment Types:    International Investments, Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, Via phone, At my office, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Life, Long Term Care
Financial Organization Memberships:    Million Dollar Roundtable
 

Firm Information

Firm's Number of Clients:    300
Firm's Number of Planning Clients:    300
Firm's Number of Managed Clients:    300
Assets Managed by Firm:    $75,000,000
Advisor's Number of Clients:    300
Advisor's Number of Managed Clients:    290
Advisor's Number of Planning Clients:    300
Assets Managed by Advisor:    $75,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000.00
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Additional Details on Charges:    Fee Charges vary on account size.
Minimum Fee Charged for Flat Fee Accounts:    $1,500.00
 
 
 
Prepared By: Jeffrey Severin

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