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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 Ralph Harding has been an active financial advisor since 1992. Currently, Jeffery Harding is registered with Osaic Wealth, Inc. in Bend, Oregon. Previously, Jeffery Harding was registered with Morgan Stanley in Bend, Oregon, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, Oregon. Jeffery Harding holds a Series 7, Series 31, Series 63, and Series 65 license, as well as the SIE exam. Jeffery Harding's specializations include providing financial planning services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
1
2
OR
03/27/2024 - Present
Osaic Wealth, Inc. (BEND OR)
OR
06/01/2009 - 04/02/2024
MORGAN STANLEY (Bend OR)
OR
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEND OR)
OR
07/15/1997 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
NY
11/13/1992 - 08/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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