Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pridey is a financial advisor who has been in the industry for over 30 years. Jeffrey is currently registered with BFC Planning, Inc. and has previously worked with AUSDAL FINANCIAL PARTNERS, INC., CAPWEST SECURITIES, INC., UNITED SECURITIES ALLIANCE, INC., and FARMLAND SECURITIES COMPANY. Jeffrey has a broad range of experience in providing financial advice to individuals, families, businesses, and institutions. Jeffrey specializes in investment planning, retirement planning, and other financial services. Jeffrey is a dedicated and experienced professional who is committed to helping clients achieve their financial goals.
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.
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.
Solicitor fee
1
2
ID
12/12/2013 - Present
BFC Planning, Inc. (TWIN FALLS ID)
ID
08/22/2011 - 04/27/2012
AUSDAL FINANCIAL PARTNERS, INC. (TWIN FALLS ID)
ID
09/21/2005 - 08/18/2011
CAPWEST SECURITIES, INC. (TWIN FALLS ID)
CO
01/28/2003 - 10/11/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
MO
05/21/1991 - 07/17/2002
FARMLAND SECURITIES COMPANY (KANSAS CITY MO)
IA
Issued 12/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1991
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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