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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 Barefoot is a financial advisor with over 38 years of experience. He joined M Holdings Securities, Inc. in 2004, bringing with him a wealth of knowledge gained from previous roles at Investment Management & Research, Inc and Continental Capital Corporation, among others. Jeffrey holds the Series 7, Series 24, and Series 63 licenses, along with the SIE exam. His expertise extends to providing financial planning services and portfolio management for businesses and individuals. Jeffrey is a highly qualified and experienced professional with a proven track record of success in the financial services industry.
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.
1
2
OH
10/05/2004 - Present
M Holdings Securities, Inc. (PERRYSBURG OH)
PA
07/11/1997 - 12/31/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
FL
12/02/1988 - 07/11/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
03/21/1986 - 12/19/1988
CONTINENTAL CAPITAL CORPORATION
NA
09/20/1984 - 04/28/1986
NEL EQUITY SERVICES CORPORATION
NA
09/20/1984 - 09/27/1984
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 11/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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