Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaxson? Claim Your ProfileJaxson Koebel-secky is a financial professional registered with LPL Financial LLC, a broker-dealer with a large presence in the financial services industry. Jaxson is based in New Paltz, NY and has been in the industry since April 2024. Jaxson offers a wide range of financial products and services and is also a registered investment advisor representative with LPL Financial.
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.
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NY
04/24/2024 - Present
LPL Financial LLC (NEW PALTZ NY)
BC
Issued 04/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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