Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Christopher Bechtel is a financial professional with over 20 years of experience in the industry. Jeffrey currently works with Burch & Company, Inc. in Kansas City, MO. Prior to this role, Jeffrey worked with Jefferies & Company, Inc., Putnam Lovell NBF Securities Inc., and Banc One Capital Markets, Inc.. Jeffrey has passed the Series 7, Series 24, Series 63, and Series 79TO exams. Jeffrey is registered with the state of California.
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.
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.
1
2
MO
10/04/2010 - Present
Burch & Company, Inc. (KANSAS CITY MO)
CA
07/27/2007 - 03/22/2010
JEFFERIES & COMPANY, INC. (SAN FRANCISCO CA)
CA
08/20/2002 - 07/20/2007
PUTNAM LOVELL NBF SECURITIES INC. (SAN FRANCISCO CA)
IL
03/24/1999 - 04/26/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 05/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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