Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Rinehimer is a financial professional with over 39 years of experience in the industry. Jeffrey is currently registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. Jeffrey is also registered in 38 states. Prior to this, Jeffrey was registered with BB&T Securities, LLC and BB&T Investment Services, Inc. Jeffrey also has experience with Cetera Investment Services LLC and Pruco Securities, LLC. Jeffrey's specializations include portfolio management for individuals, portfolio management for businesses, selection of other advisers, publication of periodicals, financial planning, and wrap fee products and financial profiling services. Jeffrey is also the Finance Chairman for the Boy Scouts of America and the President of the Park Board of Lititz Springs Park.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (MANHEIM PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MANHEIM PA)
PA
01/02/2013 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (LANCASTER PA)
PA
04/29/1983 - 12/06/2012
PRUCO SECURITIES, LLC. (EPHRATA PA)
IA
Issued 08/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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