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Jeffrey Lane Doyle

Woodmen Financial Services, Inc.

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About Jeffrey Lane Doyle

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.

Firm Information

Jeffrey Doyle is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey Doyle’s Registration & Firm History

NE

04/02/2003 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Lane Doyle. Review regulatory record here.
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