Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Earl Riley is a financial advisor with The Mather Group, LLC. Jeffrey has been in the industry since 2004 and holds Series 6, 7, 26, 63, and 66 licenses as well as the SIE exam. Jeffrey is registered with the state of Texas as a Registered Representative. Jeffrey is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals. Jeffrey has worked at The Mather Group, LLC since September 2020. Prior to that, Jeffrey was a financial advisor with Partnersinwealth, Inc. Jeffrey’s specializations include: Retirement Planning, College Planning, Estate Planning, Investment Management, and Insurance Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of total net worth
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2
TX
09/14/2020 - Present
THE Mather Group, LLC (Houston TX)
MI
07/15/2010 - 07/21/2015
PRUCO SECURITIES, LLC. (PORTAGE MI)
MI
01/23/2007 - 01/14/2010
W&S BROKERAGE SERVICES, INC. (KALAMAZOO MI)
MI
11/17/2005 - 01/03/2007
FORESTERS EQUITY SERVICES, INC. (GRAND RAPIDS MI)
NJ
06/15/2004 - 09/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
OH
03/29/2004 - 06/02/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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