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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 Fjeldheim is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey joined Raymond James Financial Services Advisors, Inc. in 2009 and is currently registered as a Registered Representative in Illinois and Texas. Before joining Raymond James, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is also the owner of Fjeldheim Financial Group, a support company that he started in 2011. Jeffrey has a Series 66, Series 7, Series 3, and Series 24 license. Jeffrey provides financial planning, investment management, and pension consulting services to individual clients, corporations, and other businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
06/29/2020 - Present
Raymond James Financial Services Advisors, Inc. (BUFFALO GROVE IL)
IL
12/15/1997 - 03/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE FOREST IL)
BOTH
Issued 12/31/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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