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 Sundquist is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey currently holds a Series 6, Series 63 and SIE registration with FINRA and is registered with the state of California. Jeffrey is a registered representative of Farmers Financial Solutions, LLC. Jeffrey has been with Farmers Financial Solutions, LLC since 2001.
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.
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.
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CA
05/04/2009 - Present
Farmers Financial Solutions, LLC (SAN JOSE CA)
CA
01/01/2001 - 05/01/2009
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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