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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 S. Kinard is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Avantax Advisory Services and provides financial planning, investment advisory, and tax services to individuals and families. Jeffrey is a certified public accountant and holds various securities licenses. He is also a licensed insurance agent. Jeffrey is committed to providing his clients with personalized financial advice that meets their individual needs and goals. Jeffrey is passionate about helping people achieve their financial dreams.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AR
10/25/2019 - Present
Avantax Advisory Services (Lowell AR)
AR
01/19/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BENTONVILLE AR)
AR
12/19/2017 - 01/30/2018
ROYAL ALLIANCE ASSOCIATES, INC. (BENTONVILLE AR)
AR
08/02/2017 - 12/21/2017
NATIONAL SECURITIES CORPORATION (LITTLE ROCK AR)
AR
09/30/2014 - 08/03/2017
WFG INVESTMENTS, INC. (BENTONVILLE AR)
AR
09/03/1998 - 02/05/2014
ARVEST ASSET MANAGEMENT (LOWELL AR)
NY
07/10/1996 - 09/05/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/10/1996 - 09/05/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/27/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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