Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rush is an investment advisor representative associated with Ameriprise Financial Services, LLC. Jeffrey has been a registered representative for 39 years. He is a licensed investment advisor in Texas. Jeffrey also works as a Board of Directors and Treasurer for the Hillside HOA.
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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2
FL
12/09/2015 - Present
Ameriprise Financial Services, LLC (FT. MYERS FL)
MI
06/27/2002 - 11/23/2015
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
NY
02/16/1993 - 06/28/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/01/1989 - 02/16/1993
PAINEWEBBER INCORPORATED
NJ
08/29/1986 - 02/16/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/26/1984 - 09/11/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 03/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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