Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Linwood Pitt is a financial advisor with over 15 years of experience in the industry. Jefferson has a wide range of experience, having worked at various firms including Wells Fargo Advisors, LLC, TIAA-CREF Individual & Institutional Services, LLC, and LPL Financial LLC. Jefferson is currently registered with Independent Advisor Alliance, LLC, and is licensed in North Carolina. Jefferson specializes in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Jefferson holds both Series 6 and 7 licenses and is also licensed in North Carolina to sell securities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/16/2020 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
SC
09/12/2018 - 09/25/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
12/05/2014 - 09/10/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/24/2010 - 10/21/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
03/16/2010 - 07/14/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
04/04/2008 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/11/2006 - 03/31/2008
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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