Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Arburn is an investment advisor representative with Osaic Wealth, Inc., licensed to provide investment advice in Washington and California. With over 37 years of experience in the industry, Jeffrey specializes in providing financial planning, pension consulting, and educational seminars to a variety of client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jeffrey is also a registered representative with FINRA and holds Series 7, 63, and 66 licenses. Prior to joining Osaic Wealth, Inc., Jeffrey worked at Woodbury Financial Services, Inc., Whitehall-Parker Securities, Inc., Wells Fargo Investments, LLC, CUNA Brokerage Services, Inc., Dean Witter Reynolds Inc., Prudential Securities Incorporated, and PaineWebber Incorporated. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them 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.
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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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (CAMPBELL CA)
CA
05/25/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
08/02/2006 - 05/30/2017
WHITEHALL-PARKER SECURITIES, INC. (CAMPBELL CA)
CA
06/02/2005 - 05/10/2006
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
IA
03/22/1999 - 06/03/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
07/26/1993 - 02/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/23/1987 - 07/20/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/09/1986 - 01/04/1988
PAINEWEBBER INCORPORATED
BOTH
Issued 04/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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