Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Peter Arouth is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since 1996. Jeffrey is registered with FINRA and the Securities and Exchange Commission (SEC) and is licensed in Arizona, Florida, Maine, Massachusetts, New Hampshire, Oregon, Rhode Island, Texas, and Virginia. Jeffrey's primary office location is in Danvers, MA. Jeffrey offers various financial services, including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, publication of periodicals, portfolio management for businesses, and portfolio management for individuals. Jeffrey also works with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Previous employment includes positions at LPL Financial LLC, BANC of America Investment Services, Inc., Citizens Financial Services Inc., and MetLife Securities Inc.
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.
Asset allocation 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.
1
2
MA
08/24/2021 - Present
Ameriprise Financial Services, LLC (DANVERS MA)
MA
02/16/2010 - 08/19/2021
LPL FINANCIAL LLC (SALEM MA)
MA
08/15/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
04/13/2005 - 09/06/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
10/20/2004 - 03/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/06/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/25/2000 - 08/08/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
01/04/1999 - 03/15/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
12/03/1996 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
06/17/1996 - 08/29/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/17/1996 - 08/29/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Arouth is the right advisor for you? Invested Better is here to help.
