Branch Manager@ TD Ameritrade
Springfield, Massachusetts, United States
Louis Jeffries
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Southern Illinois University, Carbondale
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FlashIntel GPTLouis Jeffries is a highly experienced professional with 21.7 years of work experience in investments, mutual funds, and finance. He has a strong background in asset allocation, series 7, and portfolio management. Currently, he serves as the Branch Manager at TD Ameritrade in the United States. Prior to this, he held various positions at Scottrade, VALIC, JPMorgan Chase & Co., and TD Ameritrade. With his expertise in wealth management and retirement planning, Louis has made significant contributions to the financial services industry.
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About
Branch Manager at TD Ameritrade
Work Experience
Branch Manager
Investment Consultant
Financial Services
Louis Jeffries's Professional Milestones
- Investment Consultant (2006-12-01~2009-07-01): Established strong clients by optimizing investment strategies and building strong financial connections.
- Financial Advisor (2006-01-01~): Provided comprehensive financial guidance to clients, enabling them to maximize their financial potential and maximize their returns.
Education
Finance,
Bachelors,
Bachelor Of Science
1996-2001Skill
Investments
Mutual Funds
Series 7
Finance
Asset Allocation
Series 63
Iras
Securities
Portfolio Management
Wealth Management
Retirement Planning
Finra
Etfs
Certification
Colleagues
Jesus Rico
business owner at rico concrete solutions llc
Craig Bakke
product owner required communications solutions at td ameritrade
Joseph Truscott
Product Owner
Karen Melikjanyan
used car dealership owner director- armo motors llc
Charles Hartis
owner at charles hartis investments
Other Named Louis Jeffries
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Louis Jeffries works for TD Ameritrade
Louis Jeffries's role in TD Ameritrade is Branch Manager
Louis Jeffries works in the industry of Financial Services
Louis Jeffries's colleagues are Jesus Rico,Craig Bakke,Joseph Truscott
Louis Jeffries's latest job experience is Branch Manager at TD Ameritrade
Louis Jeffries's latest education in Southern Illinois University, Carbondale
