Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Donald Poosch is a financial advisor at Prospera Financial Services, Inc. Jeffrey has been in the financial services industry since 1994. Jeffrey provides financial planning and portfolio management services to individuals, families, and businesses. Jeffrey holds the Series 7, Series 9, Series 10, and Series 63 licenses, as well as the SIE. Jeffrey is registered with the state of Michigan and 16 other states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MI
04/19/2021 - Present
Prospera Financial Services, Inc. (Port Huron MI)
MI
09/20/2019 - 04/20/2021
CETERA ADVISOR NETWORKS LLC (PORT HURON MI)
MI
12/19/2007 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FORT GRATIOT MI)
MI
06/16/2004 - 12/11/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. GRATIOT MI)
MO
06/22/1994 - 06/09/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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