Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Craig Dargatz is a financial advisor with over 25 years of experience in the industry. Jeff is currently registered with LPL Financial LLC and has been with the firm since 2010. Prior to joining LPL Financial LLC, Jeff was a financial advisor with Raymond James Financial Services, Inc. and Southwest Securities, Inc. Jeff has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. Jeff holds the Series 7, Series 66, and SIE securities licenses.
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
TX
06/02/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
05/06/2021 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
TX
12/17/2010 - 05/21/2021
LPL FINANCIAL LLC (MT. PLEASANT TX)
TX
08/05/1999 - 01/13/2011
SOUTHWEST SECURITIES, INC. (PLANO TX)
TX
07/31/1998 - 08/18/1999
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
07/07/1997 - 07/31/1998
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/13/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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