Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Holloway has been in the financial services industry since March 1997. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc. He is a Certified Financial Planner and has experience working with individuals, families, and businesses. Jeffrey works with clients to develop personalized financial plans and investment strategies. His previous employers include Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Edward Jones. Jeffrey is licensed to provide financial advice in 29 states. He is dedicated to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
03/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (KANSAS CITY MO)
MO
05/14/2010 - 02/16/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LIBERTY MO)
MO
01/01/2008 - 05/14/2010
WELLS FARGO ADVISORS, LLC (LIBERTY MO)
MO
02/23/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIBERTY MO)
MO
03/27/1997 - 02/28/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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