Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Halloran is a financial advisor at LPL Financial LLC in GRAND ISLAND, NE. Jeff has been in the industry since July 2006 and has experience with both securities and investment advisory services. Jeff is licensed to provide financial advice in 27 states including Arkansas, California, Colorado, Florida, Illinois, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Washington, and Wyoming. Jeff is a registered representative of LPL Financial LLC and an investment advisor representative of LPL Financial LLC.
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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NE
07/21/2021 - Present
LPL Financial LLC (GRAND ISLAND NE)
NE
07/24/2006 - 07/21/2021
WADDELL & REED (GRAND ISLAND NE)
BC
Issued 08/29/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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