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Jeffrey Darrell Reynolds is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey Reynolds is based in York, Pennsylvania and has been in the industry since October 22, 2021. Jeffrey Reynolds is registered as a broker in Pennsylvania and Texas and also registered as an investment advisor representative in Pennsylvania. Jeffrey Reynolds has passed the Series 66, Series 7TO, and SIE exams. Jeffrey Reynolds specializes in providing financial advice to individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities.
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.
1
2
PA
09/11/2024 - Present
Ameriprise Financial Services, LLC (York PA)
BOTH
Issued 04/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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