Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Reis is a financial advisor with Ameriprise Financial Services, LLC, an independent broker-dealer. Jeffrey has been working in the financial services industry since 1983. He is registered to provide financial advice in several states, including Ohio, Texas, California, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, New Hampshire, North Carolina, South Carolina, South Dakota, Tennessee, Virginia, Washington, and Wisconsin. He holds a Series 6, 7, 3, 63, and 65 licenses, and is also a Certified Financial Planner. Jeffrey has been with Ameriprise since 2020, and has previously worked for Raymond James, Morgan Keegan, Morgan Stanley Smith Barney, Citigroup Global Markets, Paine Webber Incorporated, Liberty Securities Corporation, and First Investors Corporation.
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.
Asset allocation services
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.
1
2
OH
11/19/2020 - Present
Ameriprise Financial Services, LLC (Miamisburg OH)
OH
02/13/2013 - 11/25/2020
RAYMOND JAMES & ASSOCIATES, INC. (MIAMISBURG OH)
OH
02/18/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MIAMISBURG OH)
OH
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (CENTERVILLE OH)
OH
06/11/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
NJ
08/14/1989 - 06/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/12/1988 - 06/26/1989
LIBERTY SECURITIES CORPORATION
NA
09/01/1983 - 11/12/1987
FIRST INVESTORS CORPORATION
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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