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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
“Managing Diversified Portfolios of Stocks, Bonds, & ETFs”
Advisor Profile
Jeffrey Severin
Name:  Jeffrey Severin
Phone Number:  (314) 983-2707
Website:  Visit Website
Disclosure Link:
https://www.adviserinfo.sec....
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 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 to an advisor. We offer a wide variety of diversified
portfolios to meet your risk tolerance and investment goals. We
also offer financial planning and estate planning to help you
leave a legacy for your family.

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!
 

General Information

Gender:    Male
CRD#:    2345958
Firm CRD#:    11025
Insurance License#:    PR235493
Name of Custodial Firm:    TD Ameritrade, LPL Financial
States Licensed in:    California, Illinois, Missouri, Texas
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 30 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.

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 65; Life & Health Licenses and an MBA.
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
BA Finance, MBA
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Life, Long Term Care
 

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
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:    $100,000.00
Compensation Methods:    Hourly, Flat Fee, Based on Assets
Additional Details on Charges:    Fee Charges vary on account size.
Minimum Fee Charged for Managed Accounts:    1.00
Minimum Fee Charged for Flat Fee Accounts:    $1,500.00
 
 
 
Prepared By: Jeffrey Severin

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