Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thiesen is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is registered with LPL Financial LLC in California and Texas. Jeffrey is a registered representative and investment advisor representative in California and Texas. Prior to joining LPL Financial LLC, Jeffrey worked with U.S. Bancorp Piper Jaffray Inc. and Prudential Securities Incorporated. Jeffrey has a wide range of experience and provides financial planning, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
11/02/2009 - Present
LPL Financial LLC (FRESNO CA)
MN
12/01/2000 - 08/14/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
05/26/1993 - 12/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2001
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 31 - Futures Managed Funds Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Thiesen is the right advisor for you? Invested Better is here to help.
