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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 Reese is a financial advisor with over 27 years of experience in the financial services industry. Jeffery is currently registered with LPL Financial LLC in Seattle, WA and Everett, WA. Jeffery also holds licenses in several other states. Previously, Jeffery was registered with FINANCIAL NETWORK INVESTMENT CORPORATION in Seattle, WA and CAPITAL BROKERAGE CORPORATION in Glen Allen, VA. Jeffery is a Series 6, 7, 63, and 65 licensed advisor and has passed the SIE exam. Jeffery also holds non-variable insurance 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
04/15/2008 - Present
LPL Financial LLC (SEATTLE WA)
WA
04/15/2004 - 04/07/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (SEATTLE WA)
VA
08/10/1995 - 04/07/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 10/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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