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 Endecott is a financial advisor with Ameritas Advisory Services, LLC. Jeffrey has been in the financial services industry since 2013. Jeffrey holds licenses for both securities and investment advisory services and has passed the Series 6, Series 63, Series 65, and SIE exams. Jeffrey provides financial planning services to individuals, businesses, and retirement plans. Jeffrey also provides investment advisory services to individuals and businesses. 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.
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.
Solicitor fees
1
2
FL
04/30/2024 - Present
Ameritas Advisory Services, LLC (Pensacola FL)
FL
06/20/2013 - 02/03/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (Pensacola FL)
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Endecott is the right advisor for you? Invested Better is here to help.
