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 McClure is a registered representative with Trajan Wealth, LLC. Jeffrey has been in the industry since 1998. Jeffrey currently holds a Series 63 and Series 66 license. Jeffrey is licensed in Indiana. Jeffrey has an insurance agent business that is not investment related. Jeffrey also offers clients advice or products from this activity. Jeffrey has experience in financial planning, portfolio management for individuals, and portfolio management for investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
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IN
01/07/2025 - Present
Trajan Wealth, LLC (Carmel IN)
Active
Inactive
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