Unclaimed
Jeffrey Gober is a financial advisor with Edward Jones. Jeffrey has been in the financial industry since 2009. Jeffrey has experience with previous firms including Woodbury Financial Services, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., and Sagepoint Financial, Inc. Jeffrey is registered in Arizona, Arkansas, Massachusetts, and Utah.
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.
See schedule d - miscellaneous
1
2
AZ
08/06/2018 - Present
Edward Jones (TEMPE AZ)
MN
06/19/2014 - 06/05/2018
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/20/2012 - 06/05/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/20/2012 - 06/05/2018
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/30/2009 - 06/05/2018
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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