Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Whipple is a financial advisor registered with LPL Financial LLC. Jeannette has over 26 years of experience in the financial services industry. Jeannette is a registered representative in Florida and South Carolina. In addition to being a broker-dealer, LPL Financial LLC is also a registered investment advisor. This means that Jeannette can provide both investment advice and brokerage services.
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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2
FL
01/20/2017 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
OH
01/29/2009 - 04/18/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
06/22/2004 - 12/31/2010
NATIONWIDE SECURITIES, LLC (ALTAMONTE SPRINGS FL)
FL
12/14/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (ALTAMONTE SPRINGS FL)
MD
08/21/2001 - 05/17/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/13/2001 - 07/30/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
11/10/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
07/07/1995 - 01/25/1996
NEW JAPAN SECURITIES INTERNATIONAL INC. (NEW YORK NY)
NY
01/02/1992 - 06/20/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
06/19/1991 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
BOTH
Issued 07/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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