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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 Allan Huff has been in the financial services industry since March 28, 1984. Jeffrey Huff is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC. Jeffrey Huff has previously been registered with NATIONAL PLANNING CORPORATION, MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., EQUICO SECURITIES, INC., EQUITABLE VARIABLE LIFE INSURANCE COMPANY, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, LANEY & COMPANY, FREEMAN FINANCIAL SERVICES CORPORATION, and EQUICO SECURITIES, INC.. Jeffrey Huff is registered in 21 states. Jeffrey Huff offers financial planning, portfolio management for businesses, portfolio management for individuals and selection of other advisers services. Jeffrey Huff is also licensed to sell life insurance.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/12/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
WA
01/27/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (TACOMA WA)
WA
03/31/1999 - 01/27/2006
MUTUAL SERVICE CORPORATION (TACOMA WA)
CA
05/06/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
04/17/1990 - 03/07/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/17/1990 - 03/07/1991
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/17/1990 - 03/07/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
UT
04/05/1989 - 04/04/1990
LANEY & COMPANY (HIGHLAND UT)
NA
01/18/1984 - 05/31/1989
FREEMAN FINANCIAL SERVICES CORPORATION
NA
07/08/1987 - 09/22/1987
EQUICO SECURITIES, INC.
NA
07/08/1987 - 09/22/1987
EQUITABLE VARIABLE LIFE INSURANCE COMPANY
NA
07/08/1987 - 09/21/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 03/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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