Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Clifton Drury is a financial professional with over 10 years of experience in the financial services industry. Jeffrey is currently registered with Bankers Life Advisory Services, Inc. and has been with the firm since February 2017. Prior to joining Bankers Life Advisory Services, Inc., Jeffrey was employed with MML Investors Services, LLC, Sagepoint Financial, Inc., ProEquities, Inc., UVEST Financial Services Group, Inc., MetLife Securities Inc., and Ameriprise Financial Services, Inc. Jeffrey is a Series 66, Series 24, SIE and Series 7 licensed professional and holds the Certified Financial Planner designation. Jeffrey provides financial planning, portfolio management for individuals, and educational seminars services 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
02/16/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
DE
04/02/2015 - 01/25/2017
MML INVESTORS SERVICES, LLC (Milford DE)
DE
02/07/2014 - 03/12/2015
SAGEPOINT FINANCIAL, INC. (MIDDLETOWN DE)
DE
05/21/2010 - 02/28/2014
PROEQUITIES, INC. (DOVER DE)
NC
07/02/2009 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
DE
08/09/2007 - 07/21/2009
METLIFE SECURITIES INC. (NEWARK DE)
DE
03/26/2007 - 07/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON DE)
BOTH
Issued 04/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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