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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 Bryan Kase is an investment advisor representative at Transamerica Retirement Advisors, LLC. Jeffrey has been in the industry since 2008 and has a wide range of experience in the financial services industry. Jeffrey is registered with the Securities and Exchange Commission (SEC) and has a Series 6, 63 and 65 license. Jeffrey is also registered with the Financial Industry Regulatory Authority (FINRA). Jeffrey provides portfolio management services to individuals and businesses. Jeffrey also provides pension consulting and educational seminars to clients. Jeffrey is a valuable resource for clients looking for financial guidance and investment management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MN
07/10/2015 - Present
Transamerica Retirement Advisors, LLC (Minneapolis MN)
MN
07/02/2010 - 12/12/2012
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
01/24/2008 - 06/29/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (EDINA MN)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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