Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brooks is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has a strong background in providing financial planning and investment management services to individuals, families, and businesses. He is currently registered with The Ameriflex Group and is also a Certified Financial Planner. Prior to joining The Ameriflex Group, Jeffrey was associated with SagePoint Financial, Inc. and Avantax Investment Services, Inc.
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.
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
06/29/2021 - Present
THE Ameriflex Group (Phoenix AZ)
AZ
10/01/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
11/16/1989 - 10/11/2019
AVANTAX INVESTMENT SERVICES, INC. (Phoenix AZ)
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/02/2016
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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