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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 Warren is a financial advisor with Secure Retirement Financial & Insurance Services Corp. Jeffrey holds a Series 6, 7, 63 and 65 securities license and the SIE designation. Jeffrey has been in the industry since 2008 and has a history of working with Crown Capital Securities, LP and Money Concepts Capital Corp. Jeffrey's previous experience includes working as an IAR for Secure Retirement, helping clients prepare for retirement, manage their operations, and make trades. Jeffrey is currently working for Secure Retirement, where he is registered as an Investment Advisor Representative (IAR). Jeffrey’s focus is on high-net-worth individuals and individuals other than high-net-worth individuals.
2333. SAN RAMON VALLEY BOULEVARD
SAN RAMON, CA 94583
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/04/2013 - Present
Secure Retirement Financial & Insurance Services Corp. (SAN RAMON CA)
CA
02/07/2013 - 02/14/2024
CROWN CAPITAL SECURITIES, L.P. (San Ramon CA)
TX
09/14/2011 - 09/05/2012
MONEY CONCEPTS CAPITAL CORP (DALLAS TX)
TX
11/21/2008 - 09/21/2011
QUESTAR CAPITAL CORPORATION (DALLAS TX)
IA
Issued 02/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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