Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Babcock is a financial advisor who is currently registered with Creativeone Securities, LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey has a strong background in financial planning, retirement and investment planning, and insurance services. Jeffrey is a Certified Financial Planner™ and is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Jeffrey is also a tax preparer and manages rental properties. Jeffrey has worked for several firms over the years, including Calton & Associates, Inc., World Equity Group, Inc., Lincoln Financial Securities Corporation, World Group Securities, Inc., Cambridge Investment Research, Inc., Mutual Service Corporation, Sentra Securities Corporation, United Pacific Securities, Inc., Intervest International Equities Corporation, Programmed Equities Corporation, and MONY Securities Corp. Jeffrey has a long history of serving clients in California, and he has been actively registered with the state of California since 1986.
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.
1
2
KS
04/29/2022 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
CA
01/02/2015 - 04/29/2022
CALTON & ASSOCIATES, INC. (Oceanside CA)
CA
10/04/2010 - 01/02/2015
WORLD EQUITY GROUP, INC. (OCEANSIDE CA)
CA
04/14/2010 - 10/08/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (OCEANSIDE CA)
CA
02/27/2009 - 12/31/2009
WORLD GROUP SECURITIES, INC. (LAKE FOREST CA)
CA
01/16/2004 - 02/25/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (OCEANSIDE CA)
MA
01/26/2000 - 12/31/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
11/16/1998 - 01/26/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
09/20/1994 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CO
05/23/1994 - 09/26/1994
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
05/31/1989 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
NY
10/14/1986 - 04/11/1989
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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