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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 Franke is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered with Ameriprise Financial Services, LLC and holds a variety of licenses and certifications, including Series 65, 63, 4, 53, 24 and SIE. Jeffrey has previously worked with IDS LIFE INSURANCE COMPANY and EDWARD D. JONES & CO., L.P.. Jeffrey specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. Jeffrey has a history of providing investment advisory services and has extensive experience with a variety of clients. Jeffrey is committed to providing high-quality financial advice to clients.
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.
Asset allocation services
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.
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2
IA
07/25/2016 - Present
Ameriprise Financial Services, LLC (WEST DES MOINES IA)
MN
02/27/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
08/16/1995 - 02/21/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/10/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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