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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 Philipsek is a registered representative and investment advisor representative with U.S. Bancorp Investments, Inc. Jeffrey has been in the securities industry since 2007. Jeffrey is licensed in Minnesota. Jeffrey has experience with American Enterprise Investment Services Inc., Ameriprise Financial Services, Inc. and Charles Schwab & Co., 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
12/10/2014 - Present
U.s. Bancorp Investments, Inc. (Apple Valley MN)
MN
08/01/2014 - 12/08/2014
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
04/08/2011 - 08/01/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/14/2010 - 03/24/2011
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
03/12/2007 - 12/14/2009
CHARLES SCHWAB & CO., INC. (ST. PAUL MN)
IA
Issued 03/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/07/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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