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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Bottorff is a financial advisor registered with Charles Schwab & Co., Inc. based in Chicago, Illinois. Jeffrey Bottorff has been working in the financial services industry since May 17, 2000. He has experience with a variety of financial services firms, including Kestra Investment Services, LLC, LPL Financial LLC, and CETERA ADVISOR NETWORKS LLC. Jeffrey Bottorff has a broad range of experience in providing financial advice to individuals and businesses. He is also a registered investment advisor in Texas.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
03/18/2021 - Present
Charles Schwab & CO., Inc. (Chicago IL)
CA
10/16/2018 - 04/21/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
TX
01/03/2017 - 09/14/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
11/02/2016 - 12/07/2016
LPL FINANCIAL LLC (PLANO TX)
CA
05/16/2002 - 04/29/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
01/29/2002 - 02/15/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IL
03/12/2001 - 11/15/2001
AFD, INC. (NORTHBROOK IL)
CA
12/05/2000 - 03/01/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
05/12/1999 - 06/15/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IL
01/20/1999 - 05/19/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/10/1997 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/13/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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