Unclaimed
Jeffery Wayne Kesting is a financial advisor with over 16 years of experience in the industry. Currently, Jeffery is registered with Independent Financial Group, LLC as a Registered Representative and Investment Adviser Representative. Jeffery is also licensed in the states of California, Florida, Minnesota, and Texas. Prior to joining Independent Financial Group, LLC, Jeffery was employed by CETERA ADVISOR NETWORKS LLC, Cambridge Investment Research, Inc., Girard Securities, Inc., AXA Advisors, LLC and AIG Retirement Advisors, Inc. Jeffery holds Series 6, Series 63, Series 65 and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/13/2021 - Present
Independent Financial Group, LLC (SULPHUR SPRINGS TX)
TX
10/09/2018 - 08/16/2021
CETERA ADVISOR NETWORKS LLC (SULPHUR SPRINGS TX)
TX
06/14/2018 - 10/18/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sulphur Springs TX)
TX
11/01/2017 - 06/15/2018
CETERA ADVISOR NETWORKS LLC (Sulphur Springs TX)
TX
07/27/2009 - 11/01/2017
GIRARD SECURITIES, INC. (Sulphur Springs TX)
TX
09/22/2008 - 07/29/2009
AXA ADVISORS, LLC (ROCKWELL TX)
TX
03/28/2005 - 09/23/2008
AIG RETIREMENT ADVISORS, INC. (DALLAS TX)
IA
Issued 01/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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