Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Motske is a financial advisor with over 30 years of experience in the industry. Jeffrey is a Registered Representative and Investment Advisor Representative with Trilogy Capital, Inc. and holds licenses in California and Texas. Jeffrey's professional experience includes working with various financial institutions and his current focus is on providing financial planning and investment management services to high-net-worth individuals, families, charitable organizations, businesses, and retirement plans. He also provides investment advisory services through Trilogy Capital, an independent investment advisor firm.
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.
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.
1
2
CA
01/04/2023 - Present
Trilogy Capital, Inc. (IRVINE CA)
CA
03/26/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
AZ
04/11/1992 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
02/26/1991 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
10/24/1990 - 02/26/1991
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MO
01/19/1989 - 10/23/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
10/26/1988 - 01/14/1989
SENTRA SECURITIES CORPORATION
NA
10/04/1988 - 10/29/1988
SME CAPITAL MANAGEMENT CORPORATION
IA
Issued 07/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Motske is the right advisor for you? Invested Better is here to help.
