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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 Harris is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Level Four Advisory Services, LLC. Jeffrey specializes in providing financial advice to individuals, corporations, and charitable organizations. Jeffrey has experience with portfolio management, financial planning, pension consulting and educational seminars. Jeffrey also provides selection of other advisors and portfolio management for businesses. Jeffrey is registered in Georgia, Illinois, Maryland, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Carolina, Virginia.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
VA
04/27/2023 - Present
Level Four Advisory Services (HARRISONBURG VA)
VA
02/01/1999 - 03/26/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARRISONBURG VA)
AZ
05/05/1995 - 01/20/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
11/12/1993 - 05/11/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
IN
04/03/1992 - 11/12/1993
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NH
03/02/1992 - 05/07/1992
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
10/13/1987 - 02/16/1988
C.B. TERRENCE CAPITAL CORPORAITON
NA
03/30/1982 - 08/31/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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