Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Turner is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey Brian Turner has been in the industry since June 5, 1998. Jeffrey Brian Turner is registered in Illinois, Indiana and Ohio as an Investment Advisor Representative and also as a Registered Representative. Jeffrey Brian Turner has been with Ameriprise Financial Services, LLC since March 2020. Prior to that, Jeffrey Brian Turner was registered with Federated Securities Corp. in Pittsburgh, Pennsylvania, from September 2012 to July 2019.
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
IL
07/19/2019 - Present
Ameriprise Financial Services, LLC (Batavia IL)
PA
09/13/2012 - 07/09/2019
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NY
01/11/2010 - 01/19/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
02/24/2006 - 01/04/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
OH
10/31/2002 - 02/17/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MI
09/09/1997 - 10/07/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Turner is the right advisor for you? Invested Better is here to help.
