Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery A Clemons is a financial professional with over 30 years of experience in the financial services industry. Jeffery has a strong background in both investment advisory and brokerage services and is currently registered as a Registered Representative of Park Avenue Securities LLC. Jeffery holds several professional designations including Certified Financial Planner and Chartered Financial Consultant and has worked with a variety of firms over the years including Mutual of Omaha Investor Services, Inc., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Jeffery is a dedicated professional focused on providing sound investment advice to individuals, businesses and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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CA
02/12/2024 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
08/28/2018 - 02/01/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LOS ANGELES CA)
NV
02/15/2011 - 06/08/2018
MML INVESTORS SERVICES, LLC (LAS VEGAS NV)
NV
12/08/1992 - 01/18/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAS VEGAS NV)
WI
12/08/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/11/1996
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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