Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery L a Gunderson is a financial professional with over 30 years of experience in the financial services industry. Jeffery is currently registered with Osaic Wealth, Inc. He is a Chartered Financial Consultant and holds multiple licenses, including Series 6, Series 22, and Series 63. Jeffery is a highly experienced professional and is committed to providing financial advice and guidance to individuals, families, and 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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
IL
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (MOLINE IL)
IL
09/18/1997 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (MOLINE IL)
CT
07/09/1990 - 10/17/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
11/08/1989 - 07/09/1990
G. R. PHELPS & CO., INC.
NY
09/06/1989 - 11/11/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/06/1989 - 11/11/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/08/1988 - 09/12/1989
LUTHERAN BROTHERHOOD SECURITIES CORP.
MN
05/10/1984 - 09/12/1989
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NA
02/25/1988 - 07/15/1988
LIBERTY SECURITIES CORPORATION
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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