Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Adam Vandiver is a financial advisor with over 9 years of experience in the financial industry. Jeffery is currently registered with LPL Financial LLC and is licensed to provide financial services in Alabama. Previously, Jeffery has held positions with CETERA INVESTMENT SERVICES LLC and PNC INVESTMENTS. Jeffery is dedicated to helping clients reach their financial goals through personalized financial planning and investment management services. Jeffery's commitment to providing exceptional client service is evident in the positive feedback he has received from clients. He is a highly motivated and experienced financial advisor who is dedicated to helping clients achieve their financial goals.
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
AL
03/25/2020 - Present
LPL Financial LLC (PELL CITY AL)
AL
05/17/2017 - 03/04/2020
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
01/10/2014 - 05/05/2017
PNC INVESTMENTS (BIRMINGHAM AL)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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