Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lee Lippens is a registered investment advisor representative with Garde Capital, Inc., based in Seattle, WA. Jeffery has been working in the financial industry since 1988. His previous roles include positions with UBS Financial Services Inc., Salomon Smith Barney Inc., Oppenheimer & Co., Inc. and Drexel Burnham Lambert Incorporated. Jeffery is a Series 65 and Series 63 licensed professional. Jeffery specializes in providing financial planning, pension consulting, educational seminars and portfolio management services for individuals 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.
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2
WA
08/28/2009 - Present
Garde Capital, Inc. (SEATTLE WA)
WA
02/16/2001 - 09/02/2009
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
09/28/1990 - 02/28/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/02/1989 - 10/10/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/25/1988 - 05/17/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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