Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bangerter is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Concorde Asset Management, LLC and Bangerter Financial Services, Inc. Jeffrey has a wide range of experience, including providing financial planning, portfolio management, and pension consulting services. Jeffrey is committed to 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.
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.
Promoter fees from other advisors
1
2
CA
07/06/2023 - Present
Concorde Asset Management, LLC (Roseville CA)
CA
03/05/2015 - 02/14/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Citrus Heights CA)
CA
06/23/2014 - 02/24/2015
DFPG INVESTMENTS, INC. (Citrus Heights CA)
CA
11/29/2011 - 06/25/2014
G.F. INVESTMENT SERVICES, LLC (CITRUS HEIGHTS CA)
CA
07/18/2007 - 11/15/2011
MULTI-FINANCIAL SECURITIES CORPORATION (FAIR OAKS CA)
CA
10/16/1997 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (FAIR OAKS CA)
CO
06/14/1996 - 10/24/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
06/06/1994 - 06/04/1996
WMA SECURITIES, INC. (DULUTH GA)
KS
07/27/1987 - 11/07/1989
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
IA
Issued 01/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/24/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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