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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kenneth Poole is a financial advisor associated with Equitable Advisors, LLC. Jeffrey has been working in the financial services industry for over 15 years and has a proven track record of providing sound financial advice and customized solutions for his clients. He is a Registered Representative and Investment Advisor Representative. He is registered to offer securities and investment advisory services in several states across the United States. Jeffrey specializes in providing a wide range of services including: * Financial Planning * Pension Consulting * Selection of Other Advisors * Portfolio Management for Businesses * Portfolio Management for Individuals
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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TX
04/25/2023 - Present
Equitable Advisors, LLC (KATY TX)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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