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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Alan Birkeland is a financial advisor with Ameriprise Financial Services, LLC. Jeffery has been in the financial services industry since 1997. He is registered to provide investment advice in Minnesota. Jeffery is a Series 6, 7, 10, 24, 26, 63, and 66 licensed professional. Previous employers include ALLIANZ LIFE FINANCIAL SERVICES, LLC, DIRECTED SERVICES LLC, ING AMERICA EQUITIES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Jeffery has a special interest in providing investment advice for individuals, businesses, corporations, charitable organizations, insurance companies, trusts and estates, and pension and profit sharing plans. Jeffery also provides financial planning and educational seminars.
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
MN
12/19/2013 - Present
Ameriprise Financial Services, LLC (St Paul MN)
MN
05/11/2009 - 04/21/2010
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
11/13/2007 - 01/30/2009
DIRECTED SERVICES LLC (MINNEAPOLIS MN)
MN
11/13/2007 - 01/30/2009
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
06/16/1997 - 11/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/16/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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