Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery McKannay is a financial advisor at LPL Financial LLC. Jeffery has been in the financial services industry since March 18, 1990. Jeffery holds Series 6, 7, and 63 securities licenses and the SIE exam. Jeffery is currently registered in California, Nevada, Idaho, Oregon, Tennessee, Texas and Washington.
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
CA
07/19/2023 - Present
LPL Financial LLC (LIVERMORE CA)
CA
03/22/1999 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BRENTWOOD CA)
OR
05/08/1990 - 03/26/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
03/19/1990 - 05/09/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 02/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery McKannay is the right advisor for you? Invested Better is here to help.
