Unclaimed
Jeffrey David Rahm is a financial advisor with over 30 years of experience in the industry. Currently, Jeffrey is registered with Northland Securities, Inc. His previous roles include Stifel, Nicolaus & Company, Incorporated and Miller Johnson Steichen Kinnard, Inc. Jeffrey is a Series 7 and Series 63 licensed financial advisor. Jeffrey also holds a Series 65 license as well as a SIE license. Jeffrey David Rahm provides advisory services for high-net-worth individuals, individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research 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.
Negotiated
1
2
MN
02/06/2020 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
MN
12/06/2006 - 01/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
08/07/1986 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 07/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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