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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 Mark Eagle is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Ameriprise Financial Services, LLC and has previously worked at Mora WM Securities, Capital Guardian, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Lehman Brothers Inc. Jeffrey is licensed in 16 states and has a wide range of experience in providing financial advice. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. He is also a published author and has written articles on a variety of financial topics.
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.
Asset allocation services
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
FL
11/03/2023 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
01/26/2015 - 08/27/2018
MORA WM SECURITIES (West Palm Beach FL)
FL
11/06/2009 - 01/09/2015
CAPITAL GUARDIAN, LLC (WEST PALM BEACH FL)
FL
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (WEST PALM BEACH FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NY
11/20/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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