Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey L Alexander is an investment advisor representative with IC Advisory Services, Inc. Jeffrey has been in the securities industry since September 1973. Jeffrey is registered with the following states: Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Missouri, North Carolina, Ohio, South Carolina, and Texas. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jeffrey is also a board member of the Salvation Army Advisory Board (Heartland Division) and president of the Washington Township United Fund.
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.
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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2
IL
05/22/2024 - Present
IC Advisory Services, Inc. (WASHINGTON IL)
IL
03/01/2007 - 08/18/2021
ROYAL ALLIANCE ASSOCIATES, INC. (WASHINGTON IL)
IL
06/24/2003 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (WASHINGTON IL)
CO
01/21/1997 - 06/27/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
02/07/1985 - 06/17/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
05/17/1982 - 09/07/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/17/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
05/17/1982 - 12/31/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
06/27/1984 - 02/06/1985
DREHER & ASSOCIATES, INC.
NA
07/15/1974 - 11/04/1982
SUNCAN EQUITY SERVICES COMPANY
NA
09/20/1973 - 05/26/1982
TRAVELERS EQUITIES SALES, INC.
BC
Issued 03/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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