Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery M Sorensen is a registered investment advisor representative with Osaic Advisory Services, LLC. Jeffery has been in the securities industry since 1987 and has been associated with Osaic Advisory Services, LLC since 2018. Jeffery has passed the Series 6, Series 7, Series 63, and Series 65 exams. Jeffery provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans.
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
GA
02/16/2018 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CA
10/01/2010 - 08/23/2024
TRIAD ADVISORS LLC (Westlake Village CA)
CA
06/16/1994 - 10/08/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTLAKE VILLAGE CA)
SD
10/03/1989 - 06/21/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
04/23/1987 - 10/06/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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