Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Seuferling is a financial professional with over 25 years of experience in the financial services industry. Jeffrey is currently registered with Trilogy Capital, Inc. as an Investment Advisor Representative. He holds a Series 6, 7, 24, 51 and 66 license and is a Certified Financial Planner. Jeffrey previously worked with National Planning Corporation and WFP Securities. Jeffrey's experience and expertise allow him to provide a range of financial services including financial planning, portfolio management, and investment advice.
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.
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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2
CA
11/23/2015 - Present
Trilogy Capital, Inc. (Corona CA)
CA
10/21/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (CORONA CA)
CA
09/03/1997 - 10/15/1999
WFP SECURITIES (SAN DIEGO CA)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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