Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Joseph Seeburger is a financial advisor in Chesterfield, MO. Jeffery has been working in the financial services industry since May 2004 and is currently registered with Cambridge Investment Research Advisors, Inc.. Jeffery previously worked with The O.N. Equity Sales Company, Park Avenue Securities LLC, and MML Investors Services, LLC. Jeffery has passed a number of securities exams, including the Series 63, 66, 7, 24, and SIE. Jeffery is licensed in 17 states and provides financial services to individuals and families, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
08/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Chesterfield MO)
MO
11/30/2017 - 08/01/2024
THE O.N. EQUITY SALES COMPANY (Chesterfield MO)
MO
09/11/2017 - 10/30/2017
PARK AVENUE SECURITIES LLC (TOWN AND COUNTRY MO)
MO
05/19/2006 - 08/22/2017
MML INVESTORS SERVICES, LLC (CHESTERFIELD MO)
IL
04/05/2004 - 05/11/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GLEN CARBON IL)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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