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 Biermanski is a financial advisor with over 20 years of experience in the industry. He has been registered with D.A. Davidson & Co. since 2010. Jeffrey Peter Biermanski previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Foresters Equity Services, Inc., and Waddell & Reed, Inc. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Jeffrey Peter Biermanski is committed to helping his 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.
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
WA
02/24/2010 - Present
D.a. Davidson & Co. (EVERETT WA)
WA
05/07/2004 - 02/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EVERETT WA)
CA
03/09/2004 - 03/12/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
KS
12/09/2002 - 02/14/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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