Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ward Beebe is a financial advisor with G. A. Repple & Co. Jeffrey is registered with the state of Michigan and has been in the financial industry since 2015. Jeffrey holds several licenses and certifications, including the Series 66, Series 7, and the SIE exams. Jeffrey works with individuals, corporations, and other businesses to provide financial planning and investment advice. Jeffrey is also a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party asset management, services
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2
MI
03/04/2019 - Present
G. A. Repple & Co. (Traverse City MI)
BOTH
Issued 11/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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