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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 Hall is a financial advisor with Edward Jones in OWATONNA, MN. Jeffrey has been in the industry since 2004. Jeffrey is registered with the state of Minnesota and Texas. Jeffrey provides services for individuals, corporations and businesses, high-net-worth individuals, partnerships, investment clubs and limited liability companies, charitable organizations, pension and profit-sharing plans and insurance companies. Jeffrey has worked with Edward Jones since 2018. Prior to Edward Jones, Jeffrey was employed by Farmers Financial Solutions, LLC, in Westlake Village, CA and Travelers Companies Inc in St. Paul, MN.
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
MN
01/24/2023 - Present
Edward Jones (OWATONNA MN)
CA
09/16/2004 - 12/01/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 03/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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