Unclaimed
Jeffrey Gore is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with GPS Wealth Strategies Group, LLC, an independent investment advisor firm, where he provides financial advisory services. Jeffrey has a wide range of experience in helping individuals, families and businesses with their financial planning needs. He is also a Registered Principal with LPL Financial. Jeffrey is committed to providing his clients with the highest quality financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/03/2017 - Present
GPS Wealth Strategies Group, LLC (CENTENNIAL CO)
CO
02/27/1998 - 05/18/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
01/30/1997 - 03/20/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/30/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 05/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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