Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thompson is a financial professional with over 10 years of experience in the industry. Jeffrey currently works at Madison Avenue Securities, LLC and is registered to offer securities and investment advisory services in Illinois, New Mexico and Texas. Jeffrey has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Farmers Financial Solutions, LLC, and Farmers Insurance Group. Jeffrey holds Series 6, 7, 63 and 66 licenses and the SIE exam. Jeffrey specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
09/30/2022 - Present
Madison Avenue Securities, LLC (RUIDOSO NM)
NM
11/21/2016 - 09/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
04/23/2012 - 11/22/2016
FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)
BOTH
Issued 06/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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