Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Thompson is a financial advisor who has been in the industry since 2008. Jeffery has a Series 7 and Series 66 license, and he is registered in a number of states including Vermont, Texas, Florida and California. Jeffery's specializations include asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Jeffery is currently employed by Ameriprise Financial Services, LLC and has previously worked for UBS Financial Services Inc. and NFP Securities, Inc.
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
VT
04/11/2013 - Present
Ameriprise Financial Services, LLC (COLCHESTER VT)
VT
06/22/2012 - 10/10/2012
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
VT
04/06/2009 - 06/12/2012
EQUITY SERVICES, INC. (COLCHESTER VT)
VT
11/13/2007 - 02/20/2009
NFP SECURITIES, INC. (SOUTH BURLINGTON VT)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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