Unclaimed
Jeffrey Clinton Hamm is a financial advisor who has been in the industry since 1999. Jeffrey is currently registered with LPL Financial LLC in MOSS POINT, MS. Jeffrey was previously registered with CUNA BROKERAGE SERVICES, INC. and WADDELL & REED, INC.. Jeffrey holds the Series 63, Series 66, Series 7, and SIE licenses. Jeffrey is licensed to provide investment advice in the states of Alabama, California, Florida, Georgia, Louisiana, Mississippi, Ohio, Tennessee and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
05/18/2022 - Present
LPL Financial LLC (MOSS POINT MS)
MS
02/16/2005 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MOSS POINT MS)
KS
12/09/1999 - 01/31/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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