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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 Ballek is an investment advisor representative with The Ameriflex Group, a firm based in Las Vegas, Nevada. Jeffrey has been in the financial services industry since 1994. He is a registered investment advisor representative in Minnesota and holds several industry licenses, including the Series 7, 6, 63, and 65. Jeffrey's background includes experience with several firms, including Crown Capital Securities, L.P., BMO Harris Financial Advisors, Inc., and Waddell & Reed, Inc. He has a wide range of experience in wealth management, financial planning, and investment advisory 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.
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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2
MN
01/26/2024 - Present
THE Ameriflex Group (Woodbury MN)
MN
06/12/2020 - 01/24/2024
CROWN CAPITAL SECURITIES, L.P. (Woodbury MN)
MN
07/25/2018 - 11/04/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (BURNSVILLE MN)
MN
05/25/2017 - 07/24/2018
CROWN CAPITAL SECURITIES, L.P. (Woodbury MN)
MN
02/25/2010 - 05/26/2017
WADDELL & REED (BLOOMINGTON MN)
NV
07/13/2007 - 02/05/2010
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
NV
04/26/2006 - 05/11/2007
INTERSECURITIES, INC. (LAS VEGAS NV)
NV
11/04/1996 - 05/01/2006
WADDELL & REED, INC. (LAS VEGAS NV)
TX
08/06/1996 - 10/28/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
06/01/1996 - 06/12/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
10/20/1994 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
CA
11/24/1993 - 10/03/1994
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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