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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 Scott Bird is an Investment Advisor Representative associated with Gradient Advisors, LLC. Jeffrey has been in the financial industry for over 20 years. Jeffrey holds FINRA Series 6, 7, 22, 24, and 63 licenses as well as the SIE. Jeffrey is also licensed to conduct business in Arizona, California, Nevada, and Utah. Jeffrey is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). Jeffrey specializes in financial planning, retirement planning, and investment management for individuals and businesses. Jeffrey has been providing financial advice to individuals and businesses since 1996. Jeffrey is committed to providing his clients with the highest level of service and expertise. Jeffrey is based in Mesquite, Nevada, and serves clients nationwide.
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.
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.
Referral fees
1
2
MN
10/16/2019 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
NV
11/21/2008 - 11/14/2017
CENTAURUS FINANCIAL, INC. (MESQUITE NV)
NV
09/29/2005 - 11/06/2008
MCL FINANCIAL GROUP, INC. (MESQUITE NV)
AZ
06/06/2000 - 09/29/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
TX
08/03/1998 - 06/01/2000
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
11/07/1996 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
TX
05/21/1996 - 10/31/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
GA
07/31/1987 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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