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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 L Church is a financial advisor currently registered with Ameriprise Financial Services, LLC. Jeffrey Church has been in the industry since June 19, 2007 and has been associated with Ameriprise Financial Services, LLC since May 2012. Prior to Ameriprise Financial Services, LLC, Jeffrey Church was with KMS FINANCIAL SERVICES, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.. Jeffrey Church holds several licenses including Series 66, Series 7 and SIE. The firm's main office is located in Minneapolis, Minnesota. Ameriprise Financial Services, LLC offers financial planning services, educational seminars, asset allocation services and portfolio management for individuals and businesses.
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.
Asset allocation services
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
WA
05/03/2012 - Present
Ameriprise Financial Services, LLC (BELLEVUE WA)
WA
03/04/2011 - 04/23/2012
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
06/01/2009 - 03/09/2011
MORGAN STANLEY SMITH BARNEY (BELLEVUE WA)
WA
06/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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