Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kyle Kindley is a financial advisor registered with Vanguard Advisers, Inc.. Jeffrey has been in the industry for over 3 years. Jeffrey has a Series 63 license, Series 7TO license and the SIE exam. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional. Jeffrey has a background in the financial services industry, having previously worked for the City of Boca Raton, FL, and Massey Services in Winter Garden, FL. Currently, Jeffrey is licensed to provide financial advice in NC and TX.
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.
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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NC
04/11/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BC
Issued 03/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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