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 Sieffert is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Jeffrey has been in the securities industry since October 2013. Jeffrey has licenses to sell insurance products in addition to securities. Jeffrey's firm, Bankers Life Advisory Services, Inc., is a registered investment advisor with more than $1 billion in assets under management. Jeffrey's specialties include financial planning, investment consulting, and insurance planning. Jeffrey's firm is licensed to provide financial planning and investment management services to individuals, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
MI
07/03/2018 - Present
Bankers Life Advisory Services, Inc. (Saginaw MI)
MI
10/10/2013 - 02/05/2016
PROEQUITIES, INC. (SAGINAW MI)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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