Unclaimed
Jeffrey Earl Pifer is a financial advisor with over 17 years of experience in the industry. Jeffrey is currently registered with TLG Advisors, Inc., a firm based in Littleton, Colorado and Sarver, Pennsylvania. Jeffrey holds a Series 66 license and previously held a Series 7 license as well. Jeffrey has specialized in various areas such as retirement planning, investment advisory services, and insurance sales.
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.
Placement of institutional funds
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.
1
2
PA
10/20/2022 - Present
TLG Advisors, Inc. (Sarver PA)
PA
12/07/2012 - 10/18/2022
WOODBURY FINANCIAL SERVICES, INC. (SARVER PA)
PA
02/03/2005 - 11/12/2012
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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