Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nesseth is an active investment advisor representative at Independent Financial Group, LLC, a firm with over $1 billion - $10 billion in assets under management. Jeffrey has been in the financial industry since 1990. Jeffrey holds Series 3, 7, 63, and 65 licenses, along with the SIE exam, and is registered in several states including South Carolina, Texas, California, Colorado, Florida, Georgia, Illinois, Missouri, Nevada, North Carolina, Ohio, Utah, and Washington.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/07/2012 - Present
Independent Financial Group, LLC (Seneca SC)
GA
06/28/2011 - 10/26/2011
ALLIED BEACON PARTNERS, INC. (ATLANTA GA)
CA
02/09/2011 - 06/23/2011
GIRARD SECURITIES, INC. (SAN DIEGO CA)
GA
05/14/2004 - 02/11/2011
QA3 FINANCIAL CORP. (ATLANTA GA)
MA
09/10/2003 - 05/13/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MO
09/06/2002 - 09/03/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/25/1990 - 09/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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