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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Julander is a financial advisor with over 25 years of experience in the industry. Jeffrey is registered with Osaic Wealth, Inc. and has been with the firm since 2021. Jeffrey offers a variety of services to his clients, including financial planning, portfolio management, and pension consulting. Jeffrey is also a registered investment advisor in Arizona and Texas. Prior to joining Osaic Wealth, Inc., Jeffrey was associated with Voya Financial Advisors, inc., MML Investors Services and MSI Financial Services, Inc.. Jeffrey holds FINRA Series 6, 7, 24, 63 and 65 licenses.
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
AZ
06/02/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
11/27/2018 - 06/04/2021
VOYA FINANCIAL ADVISORS, INC. (Scottsdale AZ)
AZ
03/25/2017 - 11/29/2018
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
11/04/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
02/12/1997 - 11/03/2008
AXA ADVISORS, LLC (PHOENIX AZ)
NY
02/12/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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