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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeffries is a financial advisor currently registered with Orion Portfolio Solutions, LLC. Michael has been in the financial services industry since 2008. Previously, Michael was employed by several firms including: Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, VSR Financial Services, Inc., Investors Capital Corp., J.P. Turner & Company, L.L.C., and ING Financial Partners, Inc. Michael holds Series 66, Series 7, and SIE licenses. Michael specializes in providing portfolio management services to high-net-worth individuals, corporations, and pooled investment vehicles. Michael is also a registered investment advisor in the state of Nebraska.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
04/11/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
CA
08/17/2012 - 03/04/2024
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
04/08/2009 - 03/04/2024
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
03/24/2009 - 03/04/2024
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
06/06/2008 - 03/04/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
01/21/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
09/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 12/14/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
09/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/10/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
03/24/2009 - 08/03/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
BOTH
Issued 02/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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