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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Strittmatter is a financial advisor who has been in the industry since 2009. Jeffrey is currently registered with Transamerica Retirement Advisors, LLC and has worked for several other firms in the past. These firms include Russell Investments Financial Services, LLC, Invesco Distributors, Inc., Cetera Investment Services LLC, BBVA Securities Inc., Capital One Investing, LLC, Capital One Investment Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and Waddell & Reed, Inc. Jeffrey is also registered in the states of Alaska, Oregon and Washington. Jeffrey has passed the Series 66, Series 7 and SIE examinations. Jeffrey specializes in retirement planning, investment management and insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
WA
08/16/2022 - Present
Transamerica Retirement Advisors, LLC (Camas WA)
WA
03/22/2021 - 08/08/2022
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
TX
11/20/2018 - 11/18/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/04/2016 - 11/07/2018
CETERA INVESTMENT SERVICES LLC (FRIENDSWOOD TX)
TX
02/12/2016 - 05/02/2016
BBVA SECURITIES INC. (HOUSTON TX)
TX
08/18/2015 - 02/02/2016
CETERA INVESTMENT SERVICES LLC (ALVIN TX)
TX
01/02/2015 - 08/18/2015
CAPITAL ONE INVESTING, LLC (Houston TX)
TX
05/15/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (HOUSTON TX)
TX
10/01/2012 - 05/22/2013
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
02/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
06/29/2009 - 10/29/2009
WADDELL & REED, INC. (HOUSTON TX)
TX
11/10/2008 - 06/29/2009
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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