Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Smalley is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is a registered representative with Ameritas Advisory Services, LLC and is currently licensed to conduct business in Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Missouri, Nebraska, North Carolina. Jeffrey is also a licensed independent insurance agent.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (LINCOLN NE)
FL
01/04/1999 - 07/11/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/03/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CO
09/15/1994 - 07/16/1996
GILBERT MARSHALL & COMPANY (GREELEY CO)
WI
07/01/1994 - 08/30/1994
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
11/25/1991 - 07/18/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/25/1991 - 07/18/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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