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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 Pearce is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Vermillion Financial Advisors, Inc. in South Barrington, Illinois. He is a Certified Financial Planner and holds Series 7, 6 and 63 licenses. Previously, he worked with H. Beck, Inc., Multi-Financial Securities Corporation, Vestax Securities Corporation, Keogler, Morgan & Company, Inc., and John Hancock Distributors, Inc.. Jeffrey specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses and charitable organizations.
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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IL
09/20/1997 - Present
Vermillion Financial Advisors, Inc. (SOUTH BARRINGTON IL)
IL
08/11/2006 - 10/05/2009
H. BECK, INC. (SOUTH BARRINGTON IL)
IL
01/01/2004 - 08/15/2006
MULTI-FINANCIAL SECURITIES CORPORATION (SOUTH BARRINGTON IL)
OH
12/14/1993 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CO
07/03/1991 - 12/14/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
03/01/1990 - 07/09/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
10/07/1988 - 03/28/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/07/1988 - 03/28/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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