Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nance is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is currently registered with Osaic Advisory Services, LLC and is licensed in several states. Jeffrey previously worked at Securities America, Inc., Lincoln Financial Advisors Corporation, LPL Financial LLC, Allianz Life Financial Services, LLC, Compass Brokerage, Inc., Directed Services LLC, AIG SunAmerica Capital Services, Inc., and Planco Financial Services, Inc. Jeffrey has a wide range of experience in financial planning, portfolio management, and insurance. Jeffrey's expertise has helped clients reach 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.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
AL
03/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (AUBURN AL)
AL
05/05/2017 - 03/06/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (OPELIKA AL)
AL
06/18/2015 - 05/16/2017
LPL FINANCIAL LLC (AUBURN AL)
MN
09/25/2008 - 06/10/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
AL
06/13/2008 - 09/03/2008
COMPASS BROKERAGE, INC. (AUBURN AL)
PA
02/01/2006 - 06/02/2008
DIRECTED SERVICES LLC (WEST CHESTER PA)
NJ
02/24/2005 - 01/11/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
12/13/1996 - 02/16/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 11/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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