Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Neumann is a financial professional with over 10 years of experience in the industry. Jeffrey is a registered representative with Allstate Financial Services, LLC in WEST BEND, Wisconsin. Jeffrey holds Series 6, 63 and SIE licenses. Jeffrey has been registered with the state of Wisconsin since 2009. Jeffrey's previous experience includes working with WMA SECURITIES, INC. in DULUTH, GA.
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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WI
05/27/2009 - Present
Allstate Financial Services, LLC (WEST BEND WI)
GA
12/04/1997 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 05/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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