Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Yankauskas is a financial advisor with LPL Financial LLC. Jeff has been in the financial industry since 2015. Jeff holds Series 66, SIE, and Series 7 licenses. He is registered with the state of California as well as states of Colorado, Minnesota, Missouri, New Jersey, Oklahoma, Oregon, and Utah. Jeff has previously worked with BancWest Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeff's current employment is with LPL Financial LLC, where he offers a variety of advisory services to individuals, businesses, and organizations.
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
CA
07/19/2023 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
07/06/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CITRUS HEIGHTS CA)
CA
04/16/2015 - 07/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BOTH
Issued 06/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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