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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 Heveroh is a financial advisor who has been active in the industry since 1997. Currently, Jeffrey Alan Heveroh is registered with Commonwealth Financial Network and has been with them since 2003. Prior to that, Jeffrey Alan Heveroh has worked at The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, Inc. He is registered with the state of Missouri as a Registered Representative and has been with Commonwealth Financial Network since 2003. Jeffrey Alan Heveroh holds Series 7, Series 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA).
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.
1
2
MO
10/20/2003 - Present
Commonwealth Financial Network (St. Louis MO)
IN
11/06/2001 - 10/29/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 10/29/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/17/1997 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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