Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Powell is a financial professional with over 16 years of experience in the financial services industry. Jeffrey is currently registered with USA Financial Securities LLC as a Registered Representative and Investment Advisor Representative. Previously, Jeffrey was a registered representative with Waddell & Reed, where he served clients for over two years. Jeffrey holds the Series 66, Series 7 and the SIE. Jeffrey specializes in providing financial planning, portfolio management and selection of other advisers.
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.
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.
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
MI
12/19/2018 - Present
USA Financial Securities LLC (ADA MI)
PA
01/27/2016 - 12/27/2016
WADDELL & REED (CAMP HILL PA)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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