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 Simmons is a financial advisor registered with Robert W. Baird & Co. Inc. Jeffrey has been working in the financial services industry since 1995. Jeffrey has Series 6, 7, and 63 licenses and holds the Chartered Financial Analyst designation. Jeffrey's previous firms include Phoenix Equity Planning Corporation and ALPS Mutual Funds Services, Inc.. Jeffrey specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jeffrey also specializes in providing pension consulting and educational seminars. Jeffrey is a member of the investment committee and executive committee of the Community Memorial Foundation.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
IL
12/12/2013 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
CT
01/02/1996 - 03/03/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CO
03/14/1995 - 01/02/1996
ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)
BC
Issued 03/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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