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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Bevacqua is a financial advisor who has been in the industry since May 2013. Jeff has been a registered representative with LPL Financial LLC since October 2017. Before joining LPL Financial, Jeff was with PNC Investments, where he was a registered representative from October 2015 to November 2017. Prior to that, Jeff was with Morgan Stanley from April 2013 to October 2015. Jeff is a Series 7 and Series 66 licensed professional. Jeff currently holds registrations in Arizona, California, Delaware, Florida, Indiana, Maryland, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, as well as a resident IA registration in Texas. Jeff is an active member of the financial services industry and is committed to providing his clients with the best possible financial advice.
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
PA
01/04/2018 - Present
LPL Financial LLC (ERIE PA)
PA
10/26/2015 - 11/01/2017
PNC INVESTMENTS (ERIE PA)
PA
04/24/2013 - 10/07/2015
MORGAN STANLEY (ERIE PA)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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