Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kissiar is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Voya Financial Advisors, Inc. in California. Jeffrey has a strong track record of providing financial advice to individuals, families, and businesses. Jeffrey is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/17/2024 - Present
Voya Financial Advisors, Inc. (Roseville CA)
CA
05/27/2020 - 06/14/2024
ALLSTATE FINANCIAL SERVICES, LLC (Roseville CA)
CA
09/28/2018 - 07/11/2019
BANKERS LIFE SECURITIES, INC. (Redding CA)
CA
02/02/2010 - 05/31/2017
LPL FINANCIAL LLC (CHICO CA)
CA
06/21/1999 - 02/18/2010
VALIC FINANCIAL ADVISORS, INC. (CHICO CA)
TX
06/21/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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