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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 Tubbs is a financial advisor registered with SPC. He has been in the industry since 1993 and has experience working with individuals, families, and businesses. Jeffrey Tubbs provides financial planning, portfolio management, and consultation services. He is registered to offer securities and investment advisory services in Michigan, Florida, Georgia, Kentucky, Ohio and Texas.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
04/14/2010 - Present
SPC (SOUTH LYON MI)
MA
01/25/1996 - 05/09/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/11/1993 - 08/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/25/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/21/1995 - 11/30/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
05/11/1993 - 09/01/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/11/1993 - 09/01/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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