Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Gardner is a financial advisor currently working for LPL Financial LLC in Fort Mill, South Carolina. Jeffery has over 18 years of experience in the financial services industry. Previously Jeffery has worked for Allianz Global Investors Distributors LLC, Nationwide Investment Services Corporation, and Prudential Investment Management Services LLC. Jeffery holds a Series 7, Series 66, and Series 24 license, as well as the SIE Exam. Jeffery is also a Certified Financial Planner. Jeffery is registered to provide investment advice in Georgia and South Carolina.
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
SC
10/04/2019 - Present
LPL Financial LLC (FORT MILL SC)
NY
12/07/2017 - 06/18/2019
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
GA
12/18/2007 - 11/27/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (ALPHARETTA GA)
NJ
07/29/2002 - 11/06/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/11/2001 - 06/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/05/2000 - 06/21/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BOTH
Issued 01/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Gardner is the right advisor for you? Invested Better is here to help.
