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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 Shealy is a financial advisor with Ameriprise Financial Services, LLC and has been in the financial services industry since June 2000. Jeffrey is registered with both FINRA and the state of North Carolina and has passed the Series 7, Series 63, Series 65, and SIE exams. Jeffrey works with a wide range of clients including individuals, businesses, trusts, estates, and charitable organizations. Jeffrey is also a board member of Shealy, a non-investment related organization.
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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NC
01/27/2022 - Present
Ameriprise Financial Services, LLC (Winston Salem NC)
NC
06/01/2009 - 09/24/2018
MORGAN STANLEY (GREENSBORO NC)
NC
02/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
NC
11/01/2002 - 02/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)
MO
12/10/2001 - 11/27/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/08/2000 - 12/12/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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