Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Breese is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Concurrent Investment Advisors, LLC, and holds several licenses, including Series 6, 7, 9, 10, 63, and 65. Jeffrey has previously worked with Raymond James Financial Services, Inc., John Hancock Funds, LLC, Rafferty Capital Markets, LLC, and Sun Life Financial Distributors, Inc. Jeffrey is a highly experienced advisor who is committed to providing his clients with personalized financial guidance.
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
AZ
04/25/2024 - Present
Concurrent Investment Advisors, LLC (Scottsdale AZ)
AZ
06/08/2009 - 04/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHANDLER AZ)
MA
12/12/2006 - 03/23/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
04/18/2006 - 08/03/2006
RAFFERTY CAPITAL MARKETS, LLC (BOSTON MA)
MA
09/25/2000 - 03/29/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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