Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Creek is a financial advisor based in Cincinnati, Ohio. Jeffrey has been in the financial industry for over 30 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jeffrey is a Certified Financial Planner and a Chartered Financial Analyst and holds several licenses and certifications, including Series 7, 8, 63, and SIE. Jeffrey is currently registered with Oneseven and has previously been registered with LPL Financial LLC, Fidelity Brokerage Services, Inc., Charles Schwab & Co., Inc., and Rose & Company Investment Brokers, Inc.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
10/31/2022 - Present
Oneseven (BEACHWOOD OH)
OH
01/19/2017 - 04/14/2023
LPL FINANCIAL LLC (CINCINNATI OH)
RI
10/08/1996 - 06/21/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
05/01/1989 - 09/19/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
05/25/1988 - 05/02/1989
ROSE & COMPANY INVESTMENT BROKERS, INC.
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1988
PC - AMEX Put and Call Exam
Active
Inactive
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