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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 Stillwell is a financial professional with over 20 years of experience in the industry. Jeffrey currently is registered with Ameriprise Financial Services, LLC and has been with the firm since 2015. Before joining Ameriprise, Jeffrey was with ALLSTATE FINANCIAL SERVICES, LLC. Jeffrey holds multiple industry licenses and certifications, including Series 6, 7, 63 and 65 licenses. Jeffrey specializes in providing financial planning and investment management services to individuals, families, businesses and charitable organizations. Jeffrey is a dedicated professional who is committed to helping clients achieve their financial goals.
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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2
NJ
06/28/2016 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
05/23/2008 - 09/15/2015
ALLSTATE FINANCIAL SERVICES, LLC (FREEHOLD NJ)
NY
07/11/1995 - 06/27/2001
AXA ADVISORS, LLC (NEW YORK NY)
CT
05/01/2000 - 01/25/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
NY
07/11/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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