Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Alan Sannes is a financial advisor with Ameriprise Financial Services, LLC. Jeffry has been a financial advisor for over 40 years, and is committed to helping clients achieve their financial goals. Jeffry specializes in working with individuals, families, trusts, and businesses. Jeffry has a strong track record of success and is dedicated to providing his clients with personalized financial advice and guidance. Jeffry holds a Series 6, Series 22, Series 62, and Series 63 license. Jeffry is also a Certified Financial Planner. Jeffry is dedicated to providing his clients with the highest level of service and expertise. Prior to working with Ameriprise, Jeffry worked at FSC Securities Corporation, Waterstone Financial Group, Inc., Re-Direct Securities Corp, Marc J. Lane & Company, Mutual Service Corporation, Chubb Securities Corporation, and John Hancock Distributors, Inc. Jeffry has been registered with the Securities and Exchange Commission since 1990.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
11/15/2024 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
08/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (GURNEE IL)
IL
07/21/2003 - 08/26/2009
WATERSTONE FINANCIAL GROUP, INC. (GURNEE IL)
IL
05/20/1999 - 07/21/2003
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
IL
05/23/1990 - 05/04/1999
MARC J. LANE & COMPANY (CHICAGO IL)
MA
07/11/1989 - 05/24/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
IN
10/11/1985 - 07/17/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
10/05/1982 - 10/04/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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