Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Ostrum is a financial advisor with Kestra Investment Services, LLC. Jeffrey has been in the industry since April 2006. Jeffrey is registered with FINRA and has passed the Series 6, Series 63, and SIE exams. Jeffrey holds a Series 63 registration in 20 states. Jeffrey is also registered with the following states: Alaska, Colorado, Connecticut, Delaware, Florida, Illinois, Kentucky, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont, Washington, and Wyoming. Jeffrey previously worked with M HOLDINGS SECURITIES, INC. in Portland, OR from April 2006 to May 2006.
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.
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.
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CA
04/07/2006 - Present
Kestra Investment Services, LLC (Palo Alto CA)
OR
04/03/2006 - 05/05/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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