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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 Halbreich is an investment advisor representative with Ameriprise Financial Services, LLC, and has been in the financial industry for 23 years. Jeffrey is a registered investment advisor in California and Texas. Jeffrey has passed the Series 7, Series 24, and Series 66 exams and is a licensed insurance agent. Jeffrey is currently registered with Ameriprise Financial Services, LLC in Laguna Niguel, California. Jeffrey has previously been employed at IDS Life Insurance Company in Minneapolis, Minnesota. Jeffrey also works as an independent insurance broker for Guaranty Income Life Insurance Company and is a member of the Halbreich Board of Directors. Jeffrey specializes in retirement planning, college savings, insurance and estate planning.
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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CA
05/02/2013 - Present
Ameriprise Financial Services, LLC (Laguna Niguel CA)
MN
04/11/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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