Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bear has been a securities professional since 1990. Jeffrey is a Registered Representative of M Holdings Securities, Inc. Jeffrey is licensed to offer securities in Oregon. Jeffrey has a background in securities and investments that spans more than three decades, including time at Wells Fargo Brokerage Services, L.L.C., Strong Investments, Inc., and Cigna Financial Advisors, Inc. Jeffrey has a broad range of experience, including providing financial planning services, portfolio management, and educational seminars. Jeffrey is dedicated to providing personalized service to his clients.
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.
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.
1
2
OR
03/20/2007 - Present
M Holdings Securities, Inc. (PORTLAND OR)
MN
02/10/2005 - 10/12/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
WI
10/17/1997 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
PA
01/21/1992 - 12/31/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
08/12/1991 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
NY
01/21/1986 - 09/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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