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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 Lister is a financial advisor at Osaic Wealth, Inc. based in Greendale, Wisconsin. Jeffery has been in the financial services industry since August 1996 and has experience working with individual clients, pension and profit-sharing plans, corporations, and charitable organizations. Jeffery's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREENDALE WI)
WI
03/05/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENDALE WI)
CO
12/21/2000 - 03/08/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
08/02/1996 - 01/03/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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