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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 Holmes is a registered investment advisor representative with Foundations Investment Advisors LLC. Jeffrey has been in the industry for over 20 years and has experience in the financial services industry, including a previous role as an insurance agent. Jeffrey has held licenses with multiple firms, including Gradient Securities, LLC, CFD Investments, Inc., and MML Investors Services, LLC. Jeffrey holds the Series 6, 7, 24, 63, and 66 licenses. Jeffrey specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Educational Seminars. Jeffrey is based in Scottsdale, Arizona.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
11/19/2019 - Present
Foundations Investment Advisors LLC (SCOTTSDALE AZ)
AZ
10/01/2015 - 12/31/2016
GRADIENT SECURITIES, LLC (Scottsdale AZ)
AZ
02/02/2015 - 10/01/2015
CFD INVESTMENTS, INC. (Scottsdale AZ)
AZ
01/08/2014 - 02/04/2015
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
12/18/2012 - 12/16/2013
SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)
AZ
04/01/2009 - 03/31/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PHOENIX AZ)
AZ
01/07/2008 - 04/03/2009
PLANMEMBER SECURITIES CORPORATION (PHOENIZ AZ)
GA
02/15/2006 - 12/31/2007
WELLSTONE SECURITIES, LLC (CUMMING GA)
NE
02/27/1998 - 12/11/1998
AMERITAS INVESTMENT CORP. (LINCOLN NE)
OH
03/13/1996 - 12/31/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
GA
09/27/1995 - 03/04/1996
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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