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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 Bird has been in the financial services industry for over 27 years. Currently, Jeffrey is a registered representative with LPL Financial LLC, located in Overland Park, KS. Jeffrey holds a Series 7, Series 63, and Series 65 license. Jeffrey also has prior experience as a registered representative at Oppenheimer & Co. Inc. and CIBC World Markets Corp. Jeffrey has specialized in providing financial advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
02/18/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
01/03/2003 - 02/19/2021
OPPENHEIMER & CO. INC. (LEAWOOD KS)
NY
09/30/1997 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CA
10/25/1994 - 01/13/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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