Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Todd Carter is a financial advisor in San Diego, CA. Jeff has been in the industry since November 2002 and has a series 66 license. Jeff is currently registered with LPL Financial LLC. Prior to his time with LPL Financial LLC, Jeff worked for WM Financial Services, Inc. and Securian Financial Services, Inc.
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
10/04/2004 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/24/2003 - 07/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
02/06/2002 - 11/26/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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