Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Fink is a financial advisor with LPL Financial LLC. Jeff has been a registered representative since June 2009. Prior to joining LPL Financial LLC, Jeff worked at Ameriprise Financial Services, LLC, Investment Professionals, Inc., UVEST Financial Services Group, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeff holds the Series 66 and Series 7 licenses. Jeff specializes in providing financial advice to individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and other investment advisors.
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
TN
05/04/2022 - Present
LPL Financial LLC (SPRINGFIELD TN)
TN
06/22/2018 - 05/09/2022
AMERIPRISE FINANCIAL SERVICES, LLC (GALLATIN TN)
TN
06/19/2015 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (BRENTWOOD TN)
TN
10/11/2011 - 06/23/2015
LPL FINANCIAL LLC (CLARKSVILLE TN)
TN
06/09/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MURFREESBORO TN)
TN
10/28/2009 - 06/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
TN
06/23/2009 - 10/20/2009
WADDELL & REED, INC. (NASHVILLE TN)
BOTH
Issued 07/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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