Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Neal Knoedl is a financial advisor currently registered with Gradient Advisors, LLC. Jeffrey has been in the financial industry for over 25 years, specializing in a variety of areas including retirement planning, wealth management, and financial planning. His career includes experience with several financial firms, including Multi-Financial Securities Corporation, Legacy Financial Services, Inc., Sammons Securities Company, LLC, Walnut Street Securities, Inc., MONY Securities Corporation, and Guardian Investor Services Corporation. Jeffrey is also a registered Investment Advisor Representative in Arkansas and Texas, and he has a Series 7, Series 6, Series 63, and Series 65 licenses.
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.
Referral fees
1
2
AR
09/16/2020 - Present
Gradient Advisors, LLC (North Little Rock AR)
CO
02/14/2003 - 10/31/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
02/28/2002 - 02/03/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MI
02/09/2002 - 04/10/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
05/02/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/25/1999 - 04/13/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/04/1997 - 03/31/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 05/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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