Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Middleton is a financial advisor with U.S. Bancorp Investments, Inc., with over 2 years of experience in the industry. Jeffrey's firm is based in Saint Paul, Minnesota and is a well-established firm with a strong track record of providing financial advice to individuals and businesses. Jeffrey is registered in both Kentucky and Ohio, and holds a Series 63, 6TO and SIE license. Jeffrey can provide a wide range of financial services, including financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
03/12/2022 - Present
U.s. Bancorp Investments, Inc. (Ironton OH)
BC
Issued 03/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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