Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rutherford is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Osaic Wealth, Inc., a Registered Investment Advisor firm based in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Jeffrey was associated with a number of other firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., and SAGEPOINT FINANCIAL, INC. Jeffrey is a Chartered Financial Consultant and holds the Series 6, 7TO, 24, 51 and 63 licenses. Jeffrey's experience and expertise allow him to provide a wide range of financial services to individuals, businesses, and families.
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.
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.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/08/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/08/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/08/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/08/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/07/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
11/02/2018 - 08/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (ANDOVER MA)
MA
03/05/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (ANDOVER MA)
MA
03/05/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/18/1992 - 01/12/1993
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
10/30/1989 - 09/07/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/1989 - 09/07/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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