Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Lester Mullins is a financial advisor with over 25 years of experience in the industry. Jefferson is currently registered with Ameriprise Financial Services, LLC and has been with the firm since June 2018. Prior to joining Ameriprise, Jefferson was with U.S. Bancorp Investments, Inc. Jefferson has a wide range of experience, including working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Jefferson is also a Registered Representative and holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
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2
KY
01/08/2020 - Present
Ameriprise Financial Services, LLC (Scottsville KY)
KY
09/04/2015 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (ELIZABETHTOWN KY)
KY
04/03/2003 - 09/04/2015
U.S. BANCORP INVESTMENTS, INC. (BOWLING GREEN KY)
KY
07/16/2001 - 03/17/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
08/14/2000 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/20/1993 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 01/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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