Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeffrey is a financial advisor with over 30 years of experience in the industry. William is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, William worked for CUNA Brokerage Services, INC., Century Investors of America, INC., Titan/Value Equities Group, INC., and American Express Financial Advisors INC.. William has a wide range of experience in providing financial advice to individuals, families, and businesses. William holds Series 63, Series 65, Series 7, and Series 24 licenses. William has an extensive background in financial planning, portfolio management, and insurance. William is also a Notary Public. William is committed to providing his clients with personalized financial advice and guidance. William is dedicated to helping his clients achieve their financial goals.
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
MI
07/08/2021 - Present
LPL Financial LLC (ROCHESTER MI)
IA
01/07/1991 - 02/13/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
01/25/1990 - 12/31/1990
CENTURY INVESTORS OF AMERICA, INC.
CA
09/25/1989 - 02/21/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/22/1987 - 08/30/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 10/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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