Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Keith Acres is a financial professional with over 30 years of experience in the industry. Currently, Jeffrey Acres is registered with Osaic Wealth, Inc. Jeffrey Acres has previously worked with several firms including SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., BARABAN SECURITIES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC.. Jeffrey Acres holds a variety of licenses including Series 63, Series 65, and Series 6 and the SIE exam.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (TORRANCE CA)
CA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
CA
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TORRANCE CA)
NY
01/05/1993 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CA
06/12/1990 - 11/23/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
GA
07/16/1987 - 05/02/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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