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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 Armstrong is a financial advisor with Integrated Wealth Concepts LLC. Jeffrey has been in the financial industry since 2002 and holds a Series 7, Series 66 and SIE licenses. Jeffrey has previously worked with Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc.. Jeffrey Armstrong is registered in 17 states and has over 20 years of experience. Jeffrey Armstrong has a variety of investment advisory services that include portfolio management for individuals and financial planning. Jeffrey Armstrong specializes in providing investment advice to individual investors, as well as to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jeffrey Armstrong is committed to providing his clients with personalized financial advice and guidance.
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.
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
VA
11/04/2016 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
VA
09/09/2011 - 10/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRFAX VA)
VA
09/02/2002 - 09/19/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RESTON VA)
MN
09/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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