Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lane Mere is a financial advisor registered with PFS Investments Inc. in Loveland, Colorado. Jeffery has been in the industry since January 2005. Jeffery is licensed to provide investment advice in Colorado and Texas. Jeffery is also registered as a broker-dealer in several states including Colorado, Connecticut, Florida, Louisiana, Maryland, Michigan, Nebraska, South Carolina, Texas, Utah and Wyoming. Jeffery holds the Series 6, Series 26, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
01/31/2019 - Present
PFS Investments Inc. (Loveland CO)
IA
Issued 06/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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