Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Elliott is a financial advisor in Plano, TX. Jeffrey works with Retirement Planners Of America. Jeffrey has been in the financial services industry since 2017. Jeffrey holds the Series 66, Series 7 and SIE licenses. Jeffrey specializes in financial planning and portfolio management for individuals. Jeffrey has a total of 15,137 clients and $3,557,314,906 in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/26/2024 - Present
Retirement Planners OF America (PLANO TX)
AR
03/30/2017 - 05/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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