Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey King is a financial advisor with over 20 years of experience in the industry. Jeffrey has worked with Modern Wealth Management, LLC since June 2024. Jeffrey has worked with various financial institutions including Securities America, Inc., CUNA Brokerage Services, Inc., First Tennessee Brokerage, Inc., and MML Investors Services, Inc. Jeffrey has a strong background in financial planning, portfolio management for individuals, and selection of other advisors. Jeffrey holds several licenses and certifications, including the Series 6, 7, 24, 31, 63, and 65 licenses. Jeffrey is also a Certified Financial Planner. Jeffrey is an independent insurance agent and provides insurance products and services via unaffiliated issuers.
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.
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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TN
07/01/2024 - Present
Modern Wealth Management, LLC (KNOXVILLE TN)
TN
09/30/2003 - 04/30/2010
SECURITIES AMERICA, INC. (OAK RIDGE TN)
IA
04/19/2000 - 10/03/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TN
02/11/2000 - 03/31/2000
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MA
04/09/1998 - 03/06/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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