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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 Chassereau is an active Investment Advisor Representative with Osaic FA, Inc. Jeffrey Chassereau has been in the industry for over 20 years, having previously worked at firms such as First Allied Securities, Inc., RBC Centura Securities, Inc., and Thrivent Investment Management Inc. Jeffrey Chassereau offers a wide range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
SC
05/26/2023 - Present
Osaic FA, Inc. (LEXINGTON SC)
SC
08/01/2006 - 03/29/2007
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
SC
02/24/2006 - 07/03/2006
RBC CENTURA SECURITIES, INC. (COLUMBIA SC)
MN
09/27/1999 - 11/03/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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