Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lynn Dinkel is a financial advisor with Raymond James Financial Services Advisors, Inc. Dinkel has been in the industry since August 17, 2001. Dinkel is licensed in 39 states and 2 of them are for investment advisor representatives. Jeffery Dinkel has been registered with Raymond James Financial Services Advisors, Inc. since June 6, 2016. Prior to that, Dinkel worked at VSR FINANCIAL SERVICES, INC. from August 17, 2001, to June 6, 2016. Jeffery Dinkel holds Series 63, 66 and 7 licenses and the SIE exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
07/18/2016 - Present
Raymond James Financial Services Advisors, Inc. (HAYS KS)
KS
08/17/2001 - 06/06/2016
VSR FINANCIAL SERVICES, INC. (HAYS KS)
BOTH
Issued 01/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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