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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Alan Marshall is a financial advisor with Ameriprise Financial Services, LLC. Jeff has been in the financial services industry since 1981 and has been with Ameriprise Financial Services, LLC since 2022. Jeff has a broad range of experience in the financial services industry, including experience with IDS LIFE INSURANCE COMPANY, IDS FINANCIAL SERVICES INC. and INVESTORS DIVERSIFIED SERVICES, INC. Jeff has passed numerous industry exams including Series 6, 7, 22, 24, 53 and 63. Jeff holds a Series 65 license in Oregon. Jeff is also registered in Oregon as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
OR
11/20/1981 - Present
Ameriprise Financial Services, LLC (West Linn OR)
MN
12/24/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/20/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
11/20/1981 - 10/04/1982
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 07/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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