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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 Michael Vinsonhaler is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with LPL FINANCIAL LLC and UMPQUA INVESTMENTS, INC.. Jeffrey specializes in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/25/2016 - Present
Raymond James Financial Services Advisors, Inc. (Grass Valley CA)
CA
08/10/2010 - 11/02/2016
LPL FINANCIAL LLC (GRANITE BAY CA)
CA
11/28/2002 - 07/30/2010
UMPQUA INVESTMENTS, INC. (AUBURN CA)
NY
05/08/1997 - 12/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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