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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Albright is a financial advisor who is currently registered with Creative Planning. Jeffrey has over 20 years of experience in the financial services industry and has held positions at TD Waterhouse Investor Services, Inc. and Creative Planning. Jeffrey is licensed in North Carolina and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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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NC
09/07/2012 - Present
Creative Planning (CLIMAX NC)
NE
04/19/2000 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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