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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Reeves is a financial advisor currently registered with LPL Financial LLC and has been in the industry since January 24, 2002. Jeffrey is registered in Arkansas and Texas. Prior to LPL Financial, Jeffrey has worked with ProEquities, Inc., Morgan Keegan & Company, Inc., Arvest Asset Management, and Raymond James Financial Services, Inc. Jeffrey has passed the Series 7, Series 63, Series 65, and the SIE exams. Jeffrey provides advisory services, including financial planning, portfolio management, and consulting services to individuals, businesses, corporations, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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.
1
2
AR
09/04/2018 - Present
LPL Financial LLC (BENTONVILLE AR)
AR
03/29/2005 - 09/27/2018
PROEQUITIES, INC. (BENTONVILLE AR)
TN
04/19/2004 - 02/03/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AR
11/10/2003 - 04/20/2004
ARVEST ASSET MANAGEMENT (ROGERS AR)
FL
01/23/2003 - 11/05/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AR
11/29/2001 - 01/22/2003
ARVEST ASSET MANAGEMENT (ROGERS AR)
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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