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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Solinsky is a financial professional with over 20 years of experience in the financial services industry. Jeffery has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jeffery specializes in retirement planning, investment management, insurance, and estate planning. Currently, Jeffery is a Registered Representative and Investment Advisor Representative with Strategic Financial Concepts, LLC, a full-service financial firm. Prior to joining Strategic Financial Concepts, LLC, Jeffery worked with LPL Financial LLC, Mutual Service Corporation, Sagepoint Financial, Inc., and American General Securities Incorporated.
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.
General consulting and business planning services
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.
Retainer fees
1
2
LA
10/15/2012 - Present
Strategic Financial Concepts, LLC (DERIDDER LA)
LA
10/06/2009 - 04/03/2017
LPL FINANCIAL LLC (DERIDDER LA)
LA
01/30/2009 - 10/07/2009
MUTUAL SERVICE CORPORATION (DE RIDDER LA)
LA
10/31/2008 - 02/03/2009
SAGEPOINT FINANCIAL, INC. (DERIDDER LA)
LA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DERIDDER LA)
TX
04/17/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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