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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 Breault has been in the financial services industry since 1987. Currently, Jeffrey Breault is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Jeffrey Breault has a wide range of experience, holding licenses and registrations to serve clients in a number of areas including securities, investments, insurance and financial planning.
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.
1
2
KS
10/14/2016 - Present
Kestra Advisory Services, LLC (Wichita KS)
KS
07/05/1995 - 10/17/2016
CAREY, THOMAS, HOOVER, & BREAULT, INC. (WICHITA KS)
TX
07/31/1990 - 07/10/1995
RHODES SECURITIES, INC. (FT WORTH TX)
MO
07/25/1989 - 08/01/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/20/1987 - 08/12/1989
FIRM ONE SECURITIES, INCORPORATED
IA
Issued 10/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1987
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 07/26/1995
Series 4 - Registered Options Principal Examination
BC
Issued 05/31/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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