Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Preusser is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey has been registered with Raymond James Financial Services Advisors, Inc. since 2018. Jeffrey previously worked with Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC and Dean Witter Reynolds Inc. Jeffrey holds a Series 7, Series 10, Series 9, Series 31, Series 63 and Series 65 licenses and is a CERTIFIED FINANCIAL PLANNER™. Jeffrey provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Jeffrey is also registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
10/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (Downers Grove IL)
IL
06/01/2009 - 10/22/2018
MORGAN STANLEY (OAK BROOK IL)
IL
05/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IL
10/02/1998 - 05/11/2009
WACHOVIA SECURITIES, LLC (ITASCA IL)
NY
08/06/1997 - 10/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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