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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 Skogsbergh is a financial professional with over 39 years of experience in the securities industry. Jeffrey has been with Western International Securities, Inc. since August 2017. Jeffrey is a registered representative with the firm and is also registered as an Investment Advisor Representative in California. Previously, Jeffrey was employed with Financial West Group from January 1995 to August 2017. Jeffrey Skogsbergh has a Series 7, Series 3, Series 10, Series 9, Series 24, and Series 63 license and is a Certified Financial Planner.
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.
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.
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2
CA
08/21/2017 - Present
Western International Securities, Inc. (Sierra Madre CA)
CA
01/20/1995 - 08/21/2017
FINANCIAL WEST GROUP (Sierra Madre CA)
CA
07/26/1996 - 02/19/1998
THE TAGGART COMPANY LTD. (BEVERLY HILLS CA)
AZ
10/01/1993 - 02/07/1995
CUSO EQUITIES, INC. (PHOENIX AZ)
NV
01/28/1993 - 09/30/1993
FINANCIAL WEST GROUP (RENO NV)
NA
07/29/1992 - 02/04/1993
CALIFORNIA ONE
NV
04/30/1991 - 07/21/1992
FINANCIAL WEST GROUP (RENO NV)
NA
10/14/1989 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
04/23/1987 - 10/05/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/25/1983 - 05/13/1987
PAINEWEBBER INCORPORATED
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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