Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Blomgren is a financial advisor with Independent Financial Partners. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered to provide investment advice in 19 states. Jeffrey holds the Series 7, Series 66, and SIE licenses and is a registered representative of Independent Financial Partners. Jeffrey's primary focus is providing financial planning and portfolio management services to individuals, businesses, and pension plans. Jeffrey is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
04/23/2021 - Present
Independent Financial Partners (TAMPA FL)
CO
07/15/2013 - 02/01/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
05/29/2008 - 05/20/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
10/14/1999 - 05/19/2008
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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