Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeffries is a financial professional registered in Kansas. William has been in the industry since August 28, 2012 and is currently employed by Empower Financial Services, Inc. Previously, William was employed by J.P. Morgan Institutional Investments Inc. William has Series 6, 26, 63 and SIE licenses, along with the Series 99TO license.
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.
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.
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2
KS
09/02/2014 - Present
Empower Financial Services, Inc. (OVERLAND PARK KS)
KS
08/29/2012 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
BC
Issued 12/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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