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 Speicher is an investment advisor representative with Prospera Financial Services, Inc. Jeffrey has been in the industry since March 1999 and has a strong background in financial planning, portfolio management, and pension consulting. Jeffrey holds various licenses and certifications, including Series 7, Series 10, Series 9, Series 63, and Series 65. Jeffrey has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Jeffrey has previously worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
CO
08/06/2019 - Present
Prospera Financial Services, Inc. (Durango CO)
CO
09/28/2009 - 07/29/2019
WELLS FARGO CLEARING SERVICES, LLC (DURANGO CO)
CO
03/22/1999 - 10/05/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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