Mike Jeffries's Location
Folsom, CA, US
Mike Jeffries's Work
- Senior Advisor Consultant @ Orion
- Advisory Business Consultant @ Cetera Financial Group
- Advisory Sales Desk Supervisor @ Cetera Financial Group
- Internal Advisory Business Specialist @ Cetera Financial Group
- Internal Advisory Business Specialist @ ING
- Advisory Services Specialist @ ING
- Brokerage Operations Specialist @ ING
Mike Jeffries's Education
- Wake Forest University
Bachelor of Arts - BA (Economics)
1996 - 1999
Mike Jeffries's Skills
- Wealth Management
- Series 7
- Mutual Funds
- Financial Services
- Sales
- Asset Allocation
- Retirement Planning
- FINRA
- Series 63
- Investments
Mike Jeffries's Summary
Mike Jeffries, based in Folsom, CA, US, is currently a Senior Advisor Consultant at Orion, bringing experience from previous roles at Cetera Financial Group and ING Advisors Network. Mike Jeffries holds a 1996 - 1999 Bachelor of Arts - BA in Economics @ Wake Forest University. With a robust skill set that includes Wealth Management, Series 7, Mutual Funds, Financial Services, Sales and more, Mike Jeffries contributes valuable insights to the industry. Mike Jeffries has 3 emails and 1 mobile phone number on RocketReach.
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