Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson McBriety is a financial advisor based in Laguna Hills, California. Jefferson has been working in the financial industry since 1999. He is registered with Planmember Securities Corp. and holds various licenses including Series 6, 7, 22, 24, 51, 63, and 65. Jefferson offers a variety of financial services including financial planning, pension consulting, and investment advisory services.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/02/2017 - Present
Planmember Securities Corp. (Laguna Hills CA)
CA
11/17/2014 - 06/02/2017
LPL FINANCIAL LLC (CORONA CA)
CA
02/28/2007 - 11/20/2014
PLANMEMBER SECURITIES CORPORATION (CORONA CA)
CA
10/30/2006 - 02/26/2007
COMMONWEALTH FINANCIAL NETWORK (CORONA CA)
CA
08/23/2000 - 10/30/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (CORONA CA)
IA
11/15/1999 - 08/23/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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