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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Conley is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is registered with MML Investors Services, LLC, and has previously worked with MSI Financial Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., AXA Advisors, LLC, and Financial Network Investment Corporation. Jeffrey is a Series 66, Series 24, and Series 7 licensed professional, and holds registrations in Arizona, California, Colorado, Oregon, Virginia, and Washington. In addition to securities registration, Jeffrey is also registered as an Investment Advisor Representative. Jeffrey's areas of expertise include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Jeffrey is also a registered Investment Advisor Representative.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
03/25/2017 - Present
MML Investors Services, LLC (Seattle WA)
WA
09/12/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
10/05/2009 - 09/22/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
10/13/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BELLEVUE WA)
WA
09/27/2000 - 10/14/2008
AXA ADVISORS, LLC (AUBURN WA)
CA
03/16/1999 - 09/13/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 11/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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