Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lowell Camps is a financial professional with over 40 years of experience in the industry. Camps has worked with clients in a variety of areas including financial planning, pension consulting, and portfolio management. Camps is currently a registered representative of M Holdings Securities, Inc. where he provides financial services to individuals, corporations, and other institutions. He is a Chartered Financial Consultant and holds a variety of professional licenses and designations. Camps is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
ID
05/19/2021 - Present
M Holdings Securities, Inc. (KETCHUM ID)
NY
06/04/1980 - 05/16/2016
SIGNATOR INVESTORS, INC. (NEW YORK NY)
MA
06/04/1980 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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