Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Self is an active investment advisor representative who has been in the industry since August 13, 2001. Jeffrey is currently registered with SPC in Texas and Michigan, and has previously worked for AXA ADVISORS, LLC, Woodbury Financial Services, Inc., and PRINCOR FINANCIAL SERVICES CORPORATION. Jeffrey specializes in providing financial planning, pension consulting, and educational seminars. Jeffrey is also an active health insurance agent.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
03/18/2011 - Present
SPC (ANN ARBOR MI)
TX
12/11/2008 - 03/25/2011
AXA ADVISORS, LLC (AUBREY TX)
TX
09/11/2006 - 07/10/2008
WOODBURY FINANCIAL SERVICES, INC. (KRUGERVILLE TX)
MN
10/24/2000 - 04/28/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
09/30/1999 - 09/22/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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