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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 Thiede is a registered investment advisor with Kestra Advisory Services, LLC. Jeffrey has been in the financial services industry since 2013 and holds a Series 63 and Series 65 license, as well as Series 7 and SIE designations. Jeffrey is a specialist in providing financial planning services, pension consulting and portfolio management for both individuals and businesses. Jeffrey also manages investment accounts for a variety of client types including high-net-worth individuals, insurance companies, and pension and profit-sharing plans.
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.
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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AZ
04/05/2024 - Present
Kestra Advisory Services, LLC (SCOTTSDALE AZ)
AZ
10/30/2020 - 12/31/2023
J.W. COLE FINANCIAL, INC. (Scottsale AZ)
AZ
01/03/2017 - 10/20/2020
NPB FINANCIAL GROUP, LLC (Scottsdale AZ)
AZ
10/07/2013 - 01/03/2017
J.W. COLE FINANCIAL, INC. (SCOTTSDALE AZ)
IA
Issued 02/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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