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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brindley is a financial advisor with over 15 years of experience in the industry. He is currently registered with Cambridge Investment Research Advisors, Inc., and specializes in portfolio management, financial planning, pension consulting, and educational seminars. Jeffrey has a strong track record of success in helping individuals and families achieve their financial goals. He is also a highly respected member of the financial community, having earned the Series 6, 7, 63 and 65 securities licenses. Prior to joining Cambridge Investment Research Advisors, Inc., Jeffrey worked with several other firms, including Waddell & Reed, Wunderlich Securities, Inc., and Foresters Equity Services, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
10/25/2017 - Present
Cambridge Investment Research Advisors, Inc. (Farmington Hills MI)
MI
05/17/2016 - 10/26/2017
WADDELL & REED (BIRMINGHAM MI)
MI
09/21/2015 - 05/17/2016
WUNDERLICH SECURITIES, INC. (LIVONIA MI)
MI
12/01/2009 - 09/25/2015
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
MI
11/05/2007 - 11/30/2009
SIGMA FINANCIAL CORPORATION (LIVONIA MI)
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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