Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Loos is a financial advisor in LENEXA, KS. Jeffrey has been in the industry since 1992 and is currently registered with Modern Wealth Management, LLC. He is a Chartered Financial Consultant and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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KS
07/01/2024 - Present
Modern Wealth Management, LLC (LENEXA KS)
TN
11/28/2007 - 05/06/2010
MML INVESTORS SERVICES, INC. (JOHNSON CITY TN)
TN
01/11/1999 - 11/07/2007
FIRST TENNESSEE BROKERAGE, INC. (JOHNSON CITY TN)
MA
06/12/1992 - 01/05/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 06/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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