Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kenneth Oberg is a financial advisor with The Leaders Group, Inc. Jeffrey Oberg is a registered representative and investment advisor representative with Series 6, 7, 63, and 65 licenses. Jeffrey Oberg has been in the financial services industry since 2014.
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.
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.
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2
KY
02/06/2023 - Present
THE Leaders Group, Inc. (Louisville KY)
FL
08/31/2020 - 01/11/2023
ADVISORS ASSET MANAGEMENT, INC. (Boca Raton FL)
FL
05/01/2019 - 08/31/2020
INCAPITAL LLC (BOCA RATON FL)
TN
01/24/2018 - 04/22/2019
AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)
MA
12/27/2016 - 01/08/2018
CITIZENS SECURITIES, INC. (BRIGHTON MA)
OH
02/02/2016 - 12/27/2016
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
MA
01/02/2015 - 12/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILLBURY MA)
MA
11/02/2013 - 01/15/2015
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 03/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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