Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff T. Erdman is an investment advisor representative associated with LPL Financial LLC. Jeff has been in the industry since August 2000 and has held various positions at FSC Securities Corporation, Citigroup Global Markets Inc., and UBS Financial Services Inc. Jeff has a strong track record in the financial industry, with experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Jeff has also conducted educational seminars for clients.
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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MI
06/08/2023 - Present
LPL Financial LLC (TROY MI)
MI
08/12/2008 - 06/12/2023
FSC SECURITIES CORPORATION (TROY MI)
MI
12/13/2004 - 02/07/2008
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NJ
01/31/2000 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 08/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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