Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mulhern is a financial advisor with Packerland Brokerage Services, Inc. based in Wausau, WI. Jeffrey is registered with the state of Wisconsin. Jeffrey has been in the financial industry since 1985. Jeffrey specializes in providing financial planning, pension consulting, and educational seminars. Jeffrey is also a registered representative with the firm.
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.
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2
WI
01/01/2025 - Present
Packerland Brokerage Services, Inc. (WAUSAU WI)
WI
02/14/2018 - 03/31/2020
LPL FINANCIAL LLC (WAUSAU WI)
WI
01/11/1999 - 02/14/2018
SII INVESTMENTS, INC. (WAUSAU WI)
NY
09/30/1993 - 01/28/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
09/04/1990 - 10/05/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
03/20/1985 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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