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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 Allen Shahan is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Winterset, Iowa. Jeff has been in the financial services industry for over 22 years. Jeff has passed the Series 63, Series 66, Series 7, and SIE exams. Jeff has experience with a variety of firms including VOYA FINANCIAL ADVISORS, INC., VSR FINANCIAL SERVICES, INC., EAGLE ONE INVESTMENTS, LLC, and SII INVESTMENTS, INC. Jeff is registered with the following states: Colorado, Florida, Iowa, Kansas, and Minnesota. Jeff specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors to individuals, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
01/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Winterset IA)
IA
12/01/2008 - 01/21/2021
VOYA FINANCIAL ADVISORS, INC. (WINTERSET IA)
IA
07/24/2003 - 12/01/2008
VSR FINANCIAL SERVICES, INC. (WINTERSET IA)
IA
01/17/2002 - 07/25/2003
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
06/21/1999 - 01/18/2002
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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