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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 Moormeier is a financial advisor with over 35 years of experience in the industry. Jeffrey is currently registered with Osaic Advisory Services, LLC. Jeffrey has held previous positions with SECURITIES AMERICA, INC., KMS FINANCIAL SERVICES, INC., QA3 FINANCIAL CORP., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Jeffrey is a highly qualified and experienced financial advisor who is committed to providing their clients with the best possible service.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Seattle WA)
WA
02/09/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Seattle WA)
WA
11/15/2002 - 02/11/2011
QA3 FINANCIAL CORP. (STANWOOD WA)
NY
07/20/1988 - 11/13/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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