Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Hunter Hamilton is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with CU Investment Solutions LLC, providing investment advisory services to clients. Jeffrey has held prior positions with Ally Securities LLC, Boatmen's Investment Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Jeffrey is licensed to offer securities in Kansas. He holds the Series 7 and Series 63 licenses.
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.
Non discretionary investment advisory for institutional clients
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.
1
2
KS
05/29/2014 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
CA
04/10/2012 - 05/31/2012
ALLY SECURITIES LLC (MANHATTAN BEACH CA)
NA
11/11/1991 - 03/15/1994
BOATMEN'S INVESTMENT SERVICES, INC.
NA
09/09/1991 - 10/29/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/09/1991 - 10/29/1991
IDS LIFE INSURANCE COMPANY
BC
Issued 09/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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