Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kirk Pasche is a financial advisor at Raymond James & Associates, Inc. He has been working in the financial services industry since 1984. Jeffrey Kirk Pasche has experience in providing financial planning, portfolio management, and investment advice to individuals, businesses, corporations, insurance companies, and retirement plans. Jeffrey Kirk Pasche also holds Series 4, 7, 8, 9, 10, 24, 31, 63, and 65 licenses and is registered in 50 states. Jeffrey Kirk Pasche is also a partner in pasche holdings LLC, a rental real estate business.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/01/2016 - Present
Raymond James & Associates, Inc. (TRAVERSE CITY MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
08/27/1993 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
05/15/1989 - 08/27/1993
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
12/07/1987 - 05/23/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/25/1984 - 12/24/1987
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 03/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/14/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Pasche is the right advisor for you? Invested Better is here to help.
