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 Rose is a financial professional with over 27 years of experience in the financial services industry. Jeffery is currently registered with First Command Brokerage Services, Inc. and is located in Fort Worth, TX. Jeffery has a strong background in the industry, having previously worked with Franklin Distributors, LLC, Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc. and Van Kampen Funds Inc. Jeffery holds FINRA Series 6, 7, 24, and 63 registrations.
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.
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.
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2
TX
03/19/2024 - Present
First Command Brokerage Services, Inc. (FORT WORTH TX)
TX
08/01/2020 - 01/18/2024
FRANKLIN DISTRIBUTORS, LLC (Trophy Club TX)
TX
04/23/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (COLLEYVILLE TX)
TX
07/27/2001 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (COLLEYVILLE TX)
TX
07/16/1996 - 07/05/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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