Jeffrey H. Dorfman
Ascende Wealth Advisers, Inc.
Financial Planner in Houston, TX
Address:4509B Eigel St
Houston, TX 77007
About Jeffrey H. Dorfman
Jeffrey Dorfman is a financial professional at Ascende Wealth Advisers, Inc. located in Houston, Texas. Jeffrey Dorfman holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Dorfman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Dorfman4509B Eigel St
Houston, TX 77007
Phone Number:
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Website:
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