Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Gielau is a financial professional with over 27 years of experience in the financial services industry. He is currently registered with Fortune Financial Services, Inc., a firm based in Orange, CA. Jeffrey has a strong background in the financial services industry and holds multiple industry licenses, including the Series 6, 7, and 66. Prior to joining Fortune Financial Services, Inc., Jeffrey worked for several firms, including FINANCIAL WEST GROUP, TORREY PINES SECURITIES, INC., BROKER DEALER FINANCIAL SERVICES CORP., and THRIVENT INVESTMENT MANAGEMENT INC.. Jeffrey is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
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2
CA
05/18/2012 - Present
Fortune Financial Services, Inc. (ORANGE CA)
CA
11/17/2011 - 02/21/2012
FINANCIAL WEST GROUP (ORANGE CA)
CA
05/14/2010 - 11/21/2011
TORREY PINES SECURITIES, INC. (ORANGE CA)
CA
04/13/2009 - 07/27/2009
BROKER DEALER FINANCIAL SERVICES CORP. (ORANGE CA)
CA
07/01/2002 - 04/09/2009
THRIVENT INVESTMENT MANAGEMENT INC. (PLACENTIA CA)
MN
07/30/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 12/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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