Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Efrem? Claim Your ProfileEfrem Jackson is a financial advisor with over 16 years of experience in the industry. Efrem is currently registered with Thrivent Investment Management Inc. and has previously held positions with CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC., GIRARD SECURITIES, INC., INVESTORS CAPITAL CORP., VSR FINANCIAL SERVICES, INC., BANCWEST INVESTMENT SERVICES, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Efrem holds Series 66, Series 99TO, SIE, and Series 7 licenses and has a specialization in Retirement Planning and Income Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
09/06/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
IA
04/11/2014 - 05/06/2024
CETERA ADVISOR NETWORKS LLC (WEST DES MOINES IA)
IA
04/11/2014 - 05/06/2024
CETERA ADVISORS LLC (WEST DES MOINES IA)
IA
04/11/2014 - 05/06/2024
CETERA FINANCIAL SPECIALISTS LLC (WEST DES MOINES IA)
IA
04/11/2014 - 05/06/2024
CETERA INVESTMENT SERVICES LLC (WEST DES MOINES IA)
IA
04/22/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
IA
07/09/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
07/09/2015 - 11/02/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/09/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
IA
02/25/2013 - 04/08/2014
BANCWEST INVESTMENT SERVICES, INC. (WEST DES MOINES IA)
IA
08/31/2006 - 01/22/2013
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 09/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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