Unclaimed
Jeffrey Traviss King is a financial advisor who has been in the industry since 2010. Jeffrey King is currently registered with Dominion Portfolio Management, Inc. in Missouri. Jeffrey King has been registered with Dominion Investor Services, Inc. in Texas and with CommunityAmerica Financial Solutions, LLC in Kansas. Jeffrey King has experience with Edward Jones in Missouri. Jeffrey King holds a Series 66, Series 7 and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/16/2022 - Present
Dominion Portfolio Management, Inc. (KANSAS CITY MO)
MO
09/27/2018 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (KANSAS CITY MO)
MO
08/09/2017 - 09/17/2018
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (Pleasant Valley MO)
MO
03/05/2010 - 07/28/2017
EDWARD JONES (KANSAS CITY MO)
BOTH
Issued 03/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey King is the right advisor for you? Invested Better is here to help.