Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Aaron Gardner is a financial advisor with Commonwealth Financial Network. Jeffrey has been in the financial services industry since 1999. He has a Series 6, 7, 24, 63 and 66 securities license. His firm has been in business since 1996. Commonwealth Financial Network offers financial planning, portfolio management for individuals, and business development services.
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.
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
05/03/2024 - Present
Commonwealth Financial Network (Richmond TX)
CA
09/01/2023 - 05/03/2024
OSAIC WEALTH, INC. (CARLSBAD CA)
CA
04/05/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
CA
07/29/2009 - 02/18/2011
WADDELL & REED, INC. (RIVERSIDE CA)
MA
03/23/1999 - 04/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/23/1999 - 04/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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