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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 Melvin Lokken is a financial advisor currently registered with Mercer Global Advisors Inc. Jeffrey Melvin Lokken has been in the financial services industry since 1983. Jeffrey Melvin Lokken holds Series 2, 6, 7, and 22 securities licenses and the Series 63 state securities license. Jeffrey Melvin Lokken also holds the Certified Financial Planner designation. Jeffrey Melvin Lokken has been associated with Mercer Global Advisors Inc. since 2018. Prior to joining Mercer Global Advisors Inc., Jeffrey Melvin Lokken was with FINANCIAL & INVESTMENT MANGEMENT GROUP LTD. Jeffrey Melvin Lokken also has experience with Locust Street Securities, Inc. and PML Securities Company.
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.
Trust services, estate planning, tax return preparation, consultation
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
WI
01/25/2019 - Present
Mercer Global Advisors Inc. (ONALASKA WI)
NA
07/12/1988 - 06/10/1994
LOCUST STREET SECURITIES, INC.
NA
08/23/1983 - 08/06/1988
PML SECURITIES COMPANY
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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