Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Severe is a financial advisor currently registered with Quotient Wealth Partners, LLC in Highlands Ranch, CO. Jeffrey has over 30 years of experience in the financial services industry and has held previous positions at Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., Mutual Securities, Inc., SagePoint Financial, Inc., Intersecurities, Inc., Multi-Financial Securities Corporation, MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Jeffrey is licensed to provide investment advice and is registered as a securities agent in Colorado.
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.
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.
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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CO
09/01/2023 - Present
Quotient Wealth Partners, LLC (Highlands Ranch CO)
CO
09/04/2020 - 10/19/2023
GOLDMAN SACHS & CO. LLC (Highlands Ranch CO)
CO
09/04/2020 - 10/19/2023
MERCER ALLIED COMPANY, L.P. (HIGHLANDS RANCH CO)
CO
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (HIGHLANDS RANCH CO)
CO
03/26/2012 - 11/01/2017
GIRARD SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
07/20/2009 - 03/01/2012
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
08/30/2006 - 07/08/2009
SAGEPOINT FINANCIAL, INC. (HIGHLANDS RANCH CO)
CO
01/20/2006 - 09/18/2006
INTERSECURITIES, INC. (HIGHLANDS RANCH CO)
CO
06/21/1999 - 12/31/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
03/01/1996 - 07/08/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/17/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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