Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Apps is an investment advisor representative at SRS Capital Advisors, LLC in AVON, CO. He has been in the industry since 2001 and has a Series 66 license and a Series 65 license. Jeffrey is also a licensed insurance agent and has experience providing financial planning and investment management services to individual investors and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
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2
CO
07/29/2011 - Present
SRS Capital Advisors, LLC (AVON CO)
CO
03/02/2001 - 04/10/2008
AXA ADVISORS, LLC (EDWARDS CO)
IA
Issued 07/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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