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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 Malcolm Moorhouse is a financial advisor with over 29 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and is located in VENTURA, CA. He is a Certified Financial Planner® professional with a deep understanding of various investment strategies and financial planning principles. Jeffrey has held previous positions with CITIGROUP GLOBAL MARKETS INC. and has a diverse background in financial services and wealth management. Jeffrey is committed to providing personalized financial guidance 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (VENTURA CA)
CA
03/22/1994 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (MONTECITO CA)
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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