Unclaimed
Jeffery Darryl Noe is a registered investment advisor representative with First Command Advisory Services, Inc. He has been in the industry since 2021 and holds the Series 7, 66, and SIE licenses. Jeffery Noe is registered with the state of Florida and Maryland. He is currently located in Shalimar, Florida. Jeffery Noe's primary focus is on providing financial planning and portfolio management services to individuals. The firm is focused on the financial needs of military service members, their families, and veterans.
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.
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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2
FL
01/01/2025 - Present
First Command Advisory Services (Shalimar FL)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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