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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 Hurst is a financial advisor with Principal Securities, Inc. located in WESTLAKE, OH. Jeffrey has over 39 years of experience in the financial services industry. Jeffrey has a Series 4, 7, 8, 24, 63, and 66 licenses. Jeffrey is also a Certified Financial Planner. Jeffrey specializes in providing financial planning and investment management services to individuals, families, and businesses. Jeffrey has previously worked with PNC INVESTMENTS, KEY INVESTMENT SERVICES LLC, THE HUNTINGTON INVESTMENT COMPANY, STANCORP EQUITIES, INC., INVESMART SECURITIES, LLC, CHARLES SCHWAB & CO., INC., CENTENNIAL SECURITIES CO., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey offers investment advisory services, including portfolio management for individuals and families, financial planning, and pension consulting. Jeffrey's client base includes high-net-worth individuals, families, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
10/24/2013 - Present
Principal Securities, Inc. (WESTLAKE OH)
OH
06/01/2011 - 01/18/2013
PNC INVESTMENTS (SEVEN HILLS OH)
OH
06/09/2009 - 04/15/2011
KEY INVESTMENT SERVICES LLC (LAKEWOOD OH)
OH
11/05/2007 - 06/02/2009
THE HUNTINGTON INVESTMENT COMPANY (WILLOUGHBY OH)
OH
01/01/2007 - 05/14/2007
STANCORP EQUITIES, INC. (CLEVELAND OH)
OH
01/04/2006 - 01/01/2007
INVESMART SECURITIES, LLC (WESTLAKE OH)
TX
07/21/1992 - 02/23/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
04/17/1985 - 07/22/1992
CENTENNIAL SECURITIES CO. (GRAND RAPIDS MI)
NA
12/14/1983 - 11/16/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/22/1980 - 11/18/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1988
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/1987
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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