Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cleveland is a financial professional with over 16 years of experience in the industry. Jeffrey is currently registered with Lincoln International LLC and is licensed in 7 states. Previously, Jeffrey worked at D.A. Davidson & Co., Harris Williams & Co., and Piper Jaffray & Co. Jeffrey holds the Series 7, Series 63, Series 79TO, and SIE licenses.
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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2
IL
04/09/2021 - Present
Lincoln International LLC (CHICAGO IL)
WA
01/28/2016 - 03/10/2021
D.A. DAVIDSON & CO. (SEATTLE WA)
MN
05/30/2006 - 02/12/2014
HARRIS WILLIAMS & CO. (MINNEAPOLIS MN)
MN
01/21/2005 - 05/11/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 11/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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