Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bernard Larson is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously worked with KCD Financial, Inc., SII Investments, Inc., and Capital Financial Services, Inc. Jeffrey specializes in providing financial planning and portfolio management services to individuals and businesses. He also holds Series 7, 24, 27, 53, 63, 66, 99TO and SIE 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WI
03/18/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BELLEVILLE WI)
WI
11/08/2010 - 10/06/2011
KCD FINANCIAL, INC. (DEPERE WI)
FL
04/16/2007 - 05/18/2010
SII INVESTMENTS, INC. (JUPITER FL)
WI
03/07/2005 - 09/11/2006
SII INVESTMENTS, INC. (APPLETON WI)
ND
06/30/1998 - 07/18/2003
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/28/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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