Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Adair is an investment advisor representative with Ameriprise Financial Services, LLC based in FAIRFAX, VA. Jeffery has been in the financial services industry since June 21, 1994. Jeffery is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and holds FINRA Series 63, 65 and 7 licenses as well as the SIE exam. Jeffery is also registered as an investment advisor representative in 25 states and the District of Columbia. Previously, Jeffery was employed with IDS LIFE INSURANCE COMPANY in MINNEAPOLIS, MN. Jeffery specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jeffery also provides educational seminars and publications on various financial topics. Jeffery is committed to providing clients with personalized financial advice and strategies to help them reach 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.
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.
Asset allocation services
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
VA
08/24/1994 - Present
Ameriprise Financial Services, LLC (FAIRFAX VA)
MN
06/22/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Adair is the right advisor for you? Invested Better is here to help.
