Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McCulloch is a financial advisor with Cascade Financial Partners, LLC, based in San Diego, CA. Jeffrey has over 20 years of experience in the financial services industry. He specializes in providing investment advisory services to individuals and families. Jeffrey holds the Series 7 and Series 66 licenses. Before joining Cascade Financial Partners, LLC Jeffrey worked at UBS Financial Services Inc. and Merrill Lynch.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
04/30/2024 - Present
Cascade Financial Partners, LLC (SAN DIEGO CA)
CA
08/27/2008 - 10/15/2013
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
CA
10/24/2000 - 09/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 02/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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