Jeffrey Serbin

Research Analyst at Providence Capital Advisors - Charlotte, NC, US

Jeffrey Serbin's Colleagues at Providence Capital Advisors
Melissa Wall

Senior Wealth Advisor

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Stephen Ratcliffe

Director of Financial Planning

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Dennis Park

Operations Manager

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Brian Jones

Principal, Director of Financial Planning

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Meredith Miner

Client Services Associate

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Julie Baress

Tax Planner

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Jill Bork

Senior Wealth Advisor

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Mobile Number
(XXX) XXX-XXXX
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HQ
704-215-4420
Location
Charlotte, North Carolina, United States
Company
Providence Capital Advisors
Jeffrey Serbin's Company Details
Providence Capital Advisors logo, Providence Capital Advisors contact details

Providence Capital Advisors

Charlotte, NC, US • 10 - 19 Employees
Financial Services

Providence Capital Advisors, LLC offers in-house investment management services with comprehensive financial planning customized for each of our clients. We offer detailed, strategic guidance to help clients achieve both short-term and long-term goals. Our investment management offerings center on portfolio strategies that are constructed using individual securities. Every client's exposure to these strategies is tailored to meet their specific needs. The commonality uniting our financial planning and investment management capabilities is our depth of expertise, in both the analysis of each client's financial needs and the investments we select in our portfolios.Providence Capital is a Registered Investment Advisor and an independent, privately-owned firm based in Charlotte, NC.

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Frequently Asked Questions about Jeffrey Serbin
Jeffrey Serbin currently works for Providence Capital Advisors.
Jeffrey Serbin's role at Providence Capital Advisors is Research Analyst.
Jeffrey Serbin's email address is ***@providencecapitaladvisors.com. To view Jeffrey Serbin's full email address, please signup to ConnectPlex.
Jeffrey Serbin works in the Financial Services industry.
Jeffrey Serbin's colleagues at Providence Capital Advisors are Melissa Wall, Stephen Ratcliffe, Dennis Park, Brian Jones, Meredith Miner, Julie Baress, Jill Bork and others.
Jeffrey Serbin's phone number is 704-215-4420
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