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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 Zufall is a financial advisor with over 20 years of experience in the financial industry. He is registered with Kestra Advisory Services, LLC, a firm that provides investment advisory services. Jeffrey has worked with various clients, including high-net-worth individuals, corporations, and insurance companies. He has extensive experience in providing financial planning, portfolio management, and pension consulting services. His expertise in the financial industry is supported by numerous certifications and exams, including the Series 6, 7, 24, 63, and 65. His firm is based in Austin, Texas, and has a strong presence in several other states. Jeffrey has a long history of providing comprehensive financial advice to clients.
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/13/2017 - Present
Kestra Advisory Services, LLC (Ellisville MO)
MO
10/29/2007 - 10/17/2017
NATIONAL PLANNING CORPORATION (ELLISVILLE MO)
MO
10/01/2002 - 10/30/2007
AMERICAN GENERAL SECURITIES INCORPORATED (ELLISVILLE MO)
TX
01/20/1995 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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