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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 financial services industry. Jeffrey currently works with Eagle Strategies LLC and has a proven track record of helping clients achieve their financial goals. Jeffrey is also a Certified Financial Planner™ professional, a designation awarded to those who have met rigorous standards of education and experience. Jeffrey works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Eagle Strategies LLC, Jeffrey worked with Cambridge Investment Research, Inc. and other firms. Jeffrey provides a variety of financial services, including financial planning, portfolio management, retirement planning, and estate planning. He is committed to providing his clients with personalized service and advice that meets their unique needs.
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 09/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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