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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 Peoples has been in the financial services industry since 1991 and is currently a registered representative with Geneos Wealth Management, Inc. Jeffery Peoples is registered to provide investment advice in 17 states, and is also registered with the Securities Industry and Financial Markets Association (FINRA). Jeffery Peoples has a long history of working with individuals, corporations, and charitable organizations. Jeffery Peoples has experience with a wide range of financial services including investment management, financial planning, and pension consulting. Jeffery Peoples specializes in working with high net worth individuals and families, and has extensive experience in helping clients reach their financial goals.
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.
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
CO
02/22/2013 - Present
Geneos Wealth Management, Inc. (DENVER CO)
CO
06/07/1995 - 04/24/2008
ROYAL ALLIANCE ASSOCIATES, INC. (AURORA CO)
MN
08/23/1994 - 05/25/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
08/15/1991 - 08/16/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 02/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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