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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 Crosby is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has over 28 years of experience in the financial services industry. Jeffrey holds the Series 63, 65, 7 and SIE licenses. Jeffrey has registered as a broker-dealer in 37 states, including Alaska, Arizona, California and Washington. Jeffrey's firm, Ameriprise Financial Services, LLC is a well-established firm with over $479 billion in regulatory assets under management. Ameriprise offers a wide range of financial services to individual, business and institutional clients. Jeffrey's specializations include asset allocation, financial planning, pension consulting, portfolio management, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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WA
07/11/1994 - Present
Ameriprise Financial Services, LLC (KIRKLAND WA)
MN
06/24/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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