Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Allen Eynetich is a registered investment advisor representative with Plan Group Financial, Inc., Jeffery has been in the financial services industry since November 2015. Jeffery's primary office is in Oklahoma City, OK and is also registered as a representative in Nebraska and Texas. Jeffery holds Series 6, 63, and 65 licenses as well as the SIE.
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.
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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2
OK
01/13/2023 - Present
Plan Group Financial, Inc. (OKLAHOMA CITY OK)
NE
10/02/2020 - 11/16/2023
SAXONY SECURITIES, INC. (Grand Island NE)
NE
11/23/2015 - 10/08/2020
PRINCIPAL SECURITIES, INC. (Grand Island NE)
IA
Issued 03/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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