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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 Neil Gaylard has been an active advisor in the financial industry since 1992 and currently works at Eagle Strategies LLC. Jeffrey has experience working at multiple financial institutions, including Securian Financial Services, Inc., NYLIFE Securities Inc., and United Services Planning Association, Inc.. Jeffrey's expertise includes securities and investment company products/variable contracts. Jeffrey is a Certified Financial Planner and offers advisory services in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
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
AK
07/06/2010 - Present
Eagle Strategies LLC (ANCHORAGE AK)
MN
05/29/2001 - 12/17/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
10/24/1996 - 04/06/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
05/02/1995 - 10/10/1996
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
TX
06/15/1992 - 03/04/1994
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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