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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 Kikoler is an investment advisor representative at Golden Road Advisors LLC. Jeffrey has been in the industry for over 20 years and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jeffrey is a Certified Financial Planner and a Chartered Financial Analyst. Jeffrey also holds licenses to sell insurance. In addition to providing investment advice, Jeffrey also provides financial planning services, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/05/2021 - Present
Golden Road Advisors LLC (TAMPA FL)
FL
01/13/2001 - 07/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
GA
11/09/2000 - 02/01/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
01/24/2000 - 09/19/2000
STELLAR INVESTMENTS, INC. (TAMPA FL)
MN
02/19/1997 - 11/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/19/1997 - 11/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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