Unclaimed
Jeffrey Doyle is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Woodmen Financial Services, Inc. in Kentucky. Jeffrey is a Series 6 and 63 licensed advisor and has passed the SIE exam. Jeffrey focuses on helping clients with their investment needs and has a strong track record of success.
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.
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.
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NE
04/02/2003 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 01/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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