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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 Gale is a financial advisor with over 5 years of experience in the industry. Jeffrey is currently registered with Eagle Strategies LLC and has been registered with the firm since February 2023. Prior to joining Eagle Strategies LLC, Jeffrey worked at Cambridge Investment Research, Inc. and Willamette Financial Advisors, LLC. Jeffrey holds the Series 63, Series 66, Series 7 and SIE licenses. Jeffrey also holds the Certified Financial Planner designation. Jeffrey specializes in providing financial planning services to individuals, businesses, and charitable organizations. Jeffrey is dedicated to providing his clients with personalized financial advice and helping them 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.
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.
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
OR
05/04/2023 - Present
Eagle Strategies LLC (PORTLAND OR)
OR
09/06/2018 - 06/07/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)
OR
02/08/2018 - 06/29/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)
OR
07/28/2016 - 11/02/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 9/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/3/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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