Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Krogh is a financial advisor with over 30 years of experience in the industry. Jeffrey is registered with Stifel, Nicolaus & Company, Inc. in Illinois and has previously worked with firms such as Principal Financial Securities, Inc., Hamilton Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E. F. Hutton & Company Inc.. Jeffrey has a strong background in financial planning and portfolio management. He specializes in providing financial advice to high-net-worth individuals, businesses, and institutions.
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
IL
01/02/2000 - Present
Stifel, Nicolaus & Company, Inc. (ROCKFORD IL)
TX
09/01/1994 - 05/07/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
02/06/1989 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
03/16/1984 - 02/17/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/13/1976 - 04/10/1984
E. F. HUTTON & COMPANY INC
NA
10/12/1970 - 01/26/1976
ROBERT W. BAIRD & CO. INCORPORATED
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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