Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Earle Krebs is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works at Robert W. Baird & Co. Inc. in Chicago, IL. Previously, he worked at firms including AMD CAPITAL, LLC, CALAMOS FINANCIAL SERVICES LLC, CREDIT SUISSE SECURITIES (USA) LLC, MAN INVESTMENTS INC. and WILLIAM BLAIR & COMPANY L.L.C. Jeffrey is registered with FINRA and holds multiple licenses and designations.
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
11/01/2022 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
03/09/2016 - 11/07/2022
AMD CAPITAL, LLC (CHICAGO IL)
IL
07/30/2007 - 02/23/2016
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
01/17/2006 - 07/26/2007
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NY
04/02/2003 - 01/24/2005
MAN INVESTMENTS INC. (NEW YORK NY)
IL
10/21/1997 - 05/22/2003
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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