Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Sams is a financial advisor who has been in the industry since 2005. Jeffrey is a registered representative of Northland Securities, Inc. and is licensed to provide investment advice in Iowa, Minnesota, North Dakota, and Wisconsin. Jeffrey has a diverse background, having previously worked for multiple financial firms including Financial Network Investment Corporation, Genworth Financial Securities Corporation, Multi-Financial Securities Corporation, Primevest Financial Services, Inc., Guaranty Brokerage Services, Inc., and BancNorth Investment Group, Inc. Jeffrey holds the Series 7, Series 24, Series 52TO, Series 53, and Series 99TO licenses, as well as the SIE exam. Jeffrey is a Chartered Financial Analyst (CFA). Jeffrey also works with Delaware North as a beer vendor at Twins games and concerts. Jeffrey is a dedicated professional with a proven track record in the financial industry.
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.
Research services
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.
Negotiated
1
2
MN
04/03/2017 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
MN
04/25/2012 - 06/13/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (SAINT CLOUD MN)
MN
04/25/2012 - 06/13/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SAINT CLOUD MN)
MN
04/25/2012 - 06/13/2012
MULTI-FINANCIAL SECURITIES CORPORATION (SAINT CLOUD MN)
MN
06/17/2005 - 06/11/2012
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/17/2005 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/17/2005 - 11/18/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
01/07/2005 - 06/15/2005
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 11/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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