Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Williams is a financial professional with over five years of experience in the industry. Jeffrey is currently registered with Everlake Distributors, LLC and holds Series 6, SIE, and Series 63 licenses. Jeffrey previously worked for NYLIFE SECURITIES LLC, located in Oklahoma City, Oklahoma. Jeffrey is registered with the state of Nebraska.
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.
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.
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NE
02/01/2024 - Present
Everlake Distributors, LLC (Lincoln NE)
OK
09/18/2018 - 11/06/2023
NYLIFE SECURITIES LLC (OKLAHOMA CITY OK)
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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