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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 Church is a financial advisor registered with Oppenheimer & Co. Inc. Jeffrey has been in the financial services industry since September 8, 1987 and has a history of working with both individual and institutional clients. Jeffrey is a registered representative in Illinois, Missouri, and New York. He is also a registered investment advisor in Illinois and New York. Jeffrey has a strong background in securities and investment products. He holds the Series 6, 7, and 63 licenses. He also holds the Series 65 license for investment advisory 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/07/2021 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
NY
11/30/1993 - 01/31/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MA
10/04/1990 - 11/16/1993
PNMR SECURITIES, INC. (BOSTON MA)
CA
10/13/1988 - 09/06/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
10/13/1988 - 12/20/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
03/20/1987 - 06/13/1988
PRINCOR FINANCIAL SERVICES CORPORATION
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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