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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 Richter is a financial advisor who has been in the industry since 2006. Jeffrey is a registered representative of Ares Financial Consulting LLC and Pacific Coast Fiduciary LLC. Jeffrey holds the following licenses: Series 3, 6, 7, 24, 31, 63, and 66. Jeffrey provides financial planning, pension consulting, and portfolio management services to individuals, charitable organizations, and high-net-worth individuals. Jeffrey also provides financial advice to other investment advisers and has worked with over 293 individual clients in the past. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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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CA
08/01/2017 - Present
Ares Financial Consulting LLC (SHERMAN OAKS CA)
CA
04/16/2009 - 03/18/2016
NATIONAL SECURITIES CORPORATION (Sherman Oaks CA)
CA
01/01/2008 - 04/21/2009
WACHOVIA SECURITIES, LLC (IRVINE CA)
CA
10/16/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JUAN CAPISTRANO CA)
GA
07/07/2006 - 10/17/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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