Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Minucci is a financial advisor with LPL Financial LLC. Jeff has been in the industry since 2000. Jeff has a wide range of experience and is a Certified Financial Planner. He is registered to provide investment advice in Arizona, California, Colorado, Florida, Kansas, Kentucky, New Mexico, Tennessee, and Texas. Jeff has a special interest in helping high-net-worth individuals, corporations and other businesses, and charitable organizations with their financial planning needs. He offers financial planning, portfolio management, and other advisory services.
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.
1
2
TX
09/13/2024 - Present
LPL Financial LLC (MCKINNEY TX)
TX
08/31/2016 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
TX
12/14/2000 - 09/06/2016
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
TX
10/24/2000 - 12/06/2000
ARGO SECURITIES CORP. (PLANO TX)
BOTH
Issued 08/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff Minucci is the right advisor for you? Invested Better is here to help.
