Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Wineka is a financial advisor registered with LPL Financial LLC, with experience in the industry since 2003. Jeff has held previous roles with M&T Securities, PNC Investments, Nationwide Securities, and Thrivent Investment Management. Jeff is a licensed investment advisor representative in Pennsylvania, and registered with the Financial Industry Regulatory Authority (FINRA). Jeff’s areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
PA
07/21/2021 - Present
LPL Financial LLC (YORK PA)
PA
08/04/2016 - 06/09/2021
M&T SECURITIES, INC. (ELIZABETHTOWN PA)
PA
05/06/2013 - 07/27/2016
PNC INVESTMENTS (MECHANICSBURG PA)
PA
07/11/2005 - 07/05/2012
PNC INVESTMENTS (RED LION PA)
OH
08/19/2004 - 05/19/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MN
07/01/2002 - 08/06/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/11/2002 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 11/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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