Unclaimed
Jeffrey Earl Bush is a financial advisor with USA Financial Securities LLC, who has been in the industry for over 28 years. Jeffrey is a financial advisor who specializes in helping individuals and families with their financial planning. He has helped individuals and families in Arizona, Arkansas, California, Colorado, Delaware, Florida, Maryland, Massachusetts, Montana, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Virginia, and West Virginia. He has a series 6, 7, 63 and 65 licenses and holds the Chartered Financial Consultant designation. Jeffrey is registered with FINRA and the SEC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/12/2011 - Present
USA Financial Securities LLC (POTTSTOWN PA)
DE
12/08/1994 - 01/11/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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