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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 Seplak is a financial advisor with Ameriprise Financial Services, LLC, based in Minneapolis, MN. Jeffrey has been in the industry since 2003. He specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Jeffrey is registered with the state of Minnesota as an investment advisor representative and a securities agent. He holds the Series 7, 10, 9, 24, 63, and 65 licenses. Jeffrey is committed to helping clients 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.
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.
Asset allocation services
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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MN
01/07/2014 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
02/06/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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