Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Walters is a financial advisor with over 18 years of experience. Jeffrey has been registered with Ameritas Advisory Services, LLC since 2024. Prior to that, Jeffrey worked with Ameritas Investment Corp., and Carillon Investments, Inc.. Jeffrey has a strong track record of providing financial advice to individuals, businesses, and institutions.
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
1
2
MI
04/23/2024 - Present
Ameritas Advisory Services, LLC (CLARKSTON MI)
MI
06/30/2006 - 06/23/2014
AMERITAS INVESTMENT CORP. (CLARKSTON MI)
MI
02/13/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (CLARKSTON MI)
BOTH
Issued 03/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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