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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 Van Ry is a financial advisor with over 20 years of experience in the industry. Jeffery is currently registered with Global Retirement Partners LLC and has previously worked with several other firms including Cambridge Investment Research, Inc., GWFS Equities, Inc., and KMS Financial Services, Inc. Jeffery holds several securities licenses including Series 6, 7, 63, 65, and 66. Jeffery specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Jeffery is dedicated to helping clients achieve their financial goals.
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.
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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CA
05/17/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
11/02/2021 - 06/01/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Santa Barbara CA)
CO
02/07/2018 - 10/20/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
WA
03/18/2014 - 02/08/2018
KMS FINANCIAL SERVICES, INC. (TACOMA WA)
WA
07/08/2008 - 01/17/2013
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MI
09/08/2000 - 08/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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