Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery James Quiggle is a registered representative with Centaurus Financial, Inc. in La Quinta, CA. Jeffery has been in the securities industry since 1991. Jeffery holds Series 7, 22, 24, 63 and 65 securities licenses. Jeffery's previous employers include Girard Securities, Inc. and Spelman & Co., Inc. Jeffery specializes in working with individuals, high-net-worth individuals and corporations or other businesses.
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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2
CA
08/13/2013 - Present
Centaurus Financial, Inc. (LA QUINTA CA)
CA
08/23/2002 - 08/09/2013
GIRARD SECURITIES, INC. (SAN CLEMENTE CA)
AZ
06/11/1992 - 09/06/2002
SPELMAN & CO., INC. (PHOENIX AZ)
CA
07/15/1991 - 04/24/1992
VESTCORP SECURITIES, INC. (IRVINE CA)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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