Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Elizabeth Jefferies has been a financial advisor for over 29 years. Evelyn is registered with LPL Financial LLC. Evelyn has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and investment clubs. Evelyn is committed to providing her clients with the best possible financial advice and service.
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
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
SC
10/01/2000 - 11/26/2013
WELLS FARGO ADVISORS, LLC (ROCK HILL SC)
NC
12/04/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/03/1998 - 12/04/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
02/02/1998 - 11/30/1998
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NA
03/10/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
09/05/1997 - 02/06/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
NC
02/24/1994 - 10/06/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Evelyn Jefferies is the right advisor for you? Invested Better is here to help.
