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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 David Kirkhoff is an investment advisor representative at Raymond James & Associates, Inc., located in Greenwood, IN. Jeffrey David Kirkhoff has been in the financial industry since June 21, 1994. Jeffrey David Kirkhoff holds Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE certification. Jeffrey David Kirkhoff has been registered with the state of Indiana since April 24, 2001.
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.
Please see note in schedule d - miscellaneous
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
IN
04/24/2001 - Present
Raymond James & Associates, Inc. (Greenwood IN)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
06/22/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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