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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Allen Platter is a financial advisor who has been in the industry since July 2, 2015. Jeffry Platter is currently registered with Principal Securities, Inc. as a Registered Representative. Jeffry Platter has passed a variety of industry exams, including the Series 63, 65, 7, and 6. Jeffry Platter's practice specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffry Platter works out of the Lincoln Mall office.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
03/08/2021 - Present
Principal Securities, Inc. (Lincoln NE)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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