Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan Thompson is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey is registered with the state of Louisiana and Texas and holds Series 3, 6, 7, and 63 licenses. Jeffrey specializes in providing financial planning, portfolio management and insurance services. Jeffrey has been working in the financial services industry since 2001. Jeffrey has previously worked at Morgan Stanley and New England Securities.
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.
Asset allocation services
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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LA
05/21/2021 - Present
Ameriprise Financial Services, LLC (Shreveport LA)
LA
12/19/2014 - 06/08/2021
MORGAN STANLEY (SHREVEPORT LA)
TX
09/13/2010 - 12/22/2014
NEW ENGLAND SECURITIES (DALLAS TX)
LA
08/24/2007 - 09/16/2010
WOODBURY FINANCIAL SERVICES, INC. (SHREVEPORT LA)
LA
01/11/2006 - 09/05/2007
NEW ENGLAND SECURITIES (SHREVEPORT LA)
NY
04/20/2004 - 12/06/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/19/2001 - 04/30/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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