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 Strickland is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the industry since September 26, 2005 and is registered with the state of Minnesota. Jeffrey is also registered in several other states including Alabama, Arizona, Colorado, Florida, Illinois, Louisiana, Massachusetts, North Carolina, South Dakota, Texas, Washington, and Wisconsin. Jeffrey has been affiliated with Ameriprise Financial Services, LLC since September 2017. Prior to that, Jeffrey was affiliated with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jeffrey provides various financial services including financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals. Jeffrey has a Series 7, Series 63, and Series 66 licenses.
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
MN
08/23/2024 - Present
Ameriprise Financial Services, LLC (Red Wing MN)
MN
01/03/2011 - 09/11/2017
WELLS FARGO CLEARING SERVICES, LLC (RED WING MN)
MN
04/20/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RED WING MN)
MN
09/27/2005 - 04/22/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROCHESTER MN)
BOTH
Issued 06/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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