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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 Martin Callan is a financial advisor with over 20 years of experience in the financial services industry. Currently, Jeffrey is a Vice President at Cuso Financial Services, LP. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Virginia. Jeffrey is passionate about helping clients achieve their financial goals, and he has a deep understanding of the investment markets and financial planning strategies. Jeffrey is also a member of the financial planning community and has served on the board of directors for several non-profit organizations.
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.
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
11/08/2017 - Present
Cuso Financial Services, LP (FAIRFAX VA)
TX
01/15/2010 - 06/10/2014
LPL FINANCIAL LLC (LAKE JACKSON TX)
FL
05/22/2006 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
CA
04/01/2003 - 04/13/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/07/2002 - 03/27/2003
AXA ADVISORS, LLC (NEW YORK NY)
MA
07/05/2000 - 01/24/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/12/1999 - 03/21/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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