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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 Dale Isaacson is a financial advisor who has been in the industry since August 1989. Currently, Jeffery is registered with Ameriprise Financial Services, LLC and has been with them since April 2023. Previously, Jeffery was with Commonwealth Financial Network from August 2004 to April 2023. Jeffery is also registered with the state of Wisconsin. Jeffery holds Series 6, 7, and 63 securities licenses, as well as the SIE exam.
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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WI
04/25/2023 - Present
Ameriprise Financial Services, LLC (Merrill WI)
WI
08/02/2004 - 04/21/2023
COMMONWEALTH FINANCIAL NETWORK (WAUSAU WI)
SC
10/03/1994 - 08/06/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
VA
10/07/1993 - 10/04/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
12/07/1991 - 09/24/1993
INVESTMENT DESIGNERS, INC. (BROOKFIELD WI)
NJ
08/07/1989 - 12/16/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/07/1989 - 12/16/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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