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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 Wakefield is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been working in the financial industry since 2002. Jeffrey specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Jeffrey is registered with the following states: California, Connecticut, Florida, Louisiana, Maine, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Vermont, Virginia, and Wyoming. Jeffrey is also registered with FINRA. Jeffrey's office is located at 196 Pleasant St Ste 202 in Northampton, Massachusetts.
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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MA
10/17/2002 - Present
Ameriprise Financial Services, LLC (Northampton MA)
MN
10/17/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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