Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Skeels is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey has been registered with Osaic Wealth, Inc. since 2018. Prior to that, Jeffrey was registered with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Jeffrey is also a registered representative in Colorado and Nebraska. Jeffrey has a Series 6 and Series 63 license as well as the SIE exam.
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.
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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NE
11/02/2018 - Present
Osaic Wealth, Inc. (GRANT NE)
NE
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRANT NE)
NE
11/10/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GRANT NE)
NE
03/07/2001 - 07/15/2009
QA3 FINANCIAL CORP. (OMAHA NE)
OH
01/21/2000 - 02/08/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
WI
03/19/1998 - 03/15/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/19/1998 - 12/21/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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