Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edwards is a financial advisor with Associated Investment Services, Inc. Jeffrey has been in the financial industry since September 14, 2002. Jeffrey has a series 6, 7, 63, 65 and 66 securities license. Jeffrey is registered in Arizona, Florida, Illinois, Iowa, Michigan, Minnesota, New Mexico, Texas and Wisconsin. Jeffrey is a Certified Financial Planner. Associated Investment Services, Inc. is headquartered in Green Bay, WI.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
WI
09/03/2013 - Present
Associated Investment Services, Inc. (LACROSSE WI)
WI
09/24/2009 - 05/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA CROSSE WI)
NY
01/23/1997 - 05/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/21/1993 - 04/15/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/14/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
11/26/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
03/27/1989 - 11/27/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
07/12/1988 - 04/05/1989
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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