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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 Charles Pleet has been a financial advisor for over 47 years. Jeffery is currently a Registered Representative and Investment Advisor Representative at Edward Jones. Previously, he was registered with Riversource Fund Distributors, Inc., Mutual of America Securities Corporation, Mutual of America Life Insurance Company, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Jeffery has earned the Chartered Financial Consultant designation. Jeffery has offices in OAK HARBOR, WA and serves clients in various states.
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.
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.
See schedule d - miscellaneous
1
2
WA
12/04/2009 - Present
Edward Jones (OAK HARBOR WA)
NY
02/17/1999 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/01/1996 - 02/09/1999
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
10/15/1986 - 02/09/1999
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NA
12/17/1974 - 11/17/1986
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
12/17/1974 - 11/07/1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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