Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lane Wallace is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey currently works for Brokers International Financial Services, LLC. Jeffrey is registered to provide investment advice in both Nebraska and Texas. Jeffrey previously worked for Cambridge Investment Research, Inc. and Sunset Financial Services, Inc.. Jeffrey is a highly experienced financial advisor with a deep understanding of the investment markets and a commitment to providing personalized financial advice to meet the unique needs of each client. Jeffrey specializes in providing financial advice to individuals, families, and businesses. Jeffrey is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Percentage of assets managed by third-party advisor firms
1
2
NE
03/18/2024 - Present
Brokers International Financial Services, LLC (Omaha NE)
NE
11/14/2014 - 03/21/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (OMAHA NE)
NE
05/01/2007 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)
IA
10/02/1995 - 09/28/2005
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
NY
06/06/1989 - 10/13/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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