Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Richard Kreinbring is a financial advisor currently affiliated with Cambridge Investment Research Advisors, Inc. based in Solon, Iowa. Jeffrey has been active in the financial industry since February 7, 2005. Jeffrey is registered to provide investment advice in Iowa, as well as to offer securities in Florida, Illinois, and Iowa. Jeffrey holds Series 6, Series 63, and Series 65 licenses. Jeffrey is also an Independent Insurance Agent for various Independent Insurance Companies. Jeffrey provides financial and insurance services to individuals, businesses, and pension and profit sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
01/04/2012 - Present
Cambridge Investment Research Advisors, Inc. (SOLON IA)
IA
02/07/2005 - 11/23/2011
ING FINANCIAL PARTNERS, INC. (SOLON IA)
IA
Issued 09/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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