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 Case is an investment advisor registered with the state of Alaska. Jeffrey is currently affiliated with Allstate Financial Services, LLC and has been with the firm since October 2013. Prior to joining Allstate Financial Services, LLC, Jeffrey was with KEY INVESTMENT SERVICES LLC and CHARLES SCHWAB & CO., INC.. Jeffrey has held his Series 7, Series 63, Series 66 and SIE licenses since June 2000, August 2000, October 2002 and October 2018 respectively.
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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2
AK
10/01/2013 - Present
Allstate Financial Services, LLC (Anchorage AK)
AK
04/04/2012 - 07/09/2013
KEY INVESTMENT SERVICES LLC (ANCHORAGE AK)
AK
07/03/2000 - 02/09/2012
CHARLES SCHWAB & CO., INC. (ANCHORAGE AK)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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