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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 Max Supple is a financial advisor who has been in the industry since July 21, 1996. Currently, Jeffrey Max Supple is registered with LPL Financial LLC as a Registered Representative (RR) in Texas and Wisconsin. Jeffrey Max Supple has been registered as an Investment Advisor Representative (IAR) in Texas and Wisconsin. Jeffrey Max Supple is also registered as an RR in Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maine, Minnesota, New Jersey, New York, Ohio, South Carolina, Washington, and Wisconsin. In the past, Jeffrey Max Supple was registered with Capital Financial Services, Inc. and Scudder Distributors, Inc. Jeffrey Max Supple has obtained several licenses and certifications including Series 6, Series 7, Series 63, and SIE exams. Jeffrey Max Supple also holds the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/04/2003 - Present
LPL Financial LLC (MIDDLETON WI)
ND
09/04/2001 - 02/04/2003
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
IL
06/28/1996 - 08/10/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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