Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Harold Soper is a financial advisor who has been in the industry since June 14, 1992. Jeffery is currently registered with Hantz Financial Services, Inc. and has held past registrations with Ameriprise Financial Services, Inc., IDS Life Insurance Company, American United Life Insurance Company, AUL Equity Sales Corp., Vestax Securities Corporation, and American Express Financial Advisors Inc. Jeffery holds the Series 7, 9, 24, 51, and 63 licenses. Jeffery is a Chartered Financial Consultant.
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.
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
MI
05/05/2011 - Present
Hantz Financial Services, Inc. (OKEMOS MI)
MI
10/03/2001 - 05/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (OKEMOS MI)
MN
10/03/2001 - 05/02/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
06/01/1999 - 10/02/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
06/01/1999 - 10/02/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
OH
12/15/1997 - 05/28/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
04/22/1992 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1992 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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