Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Ryan Bickel is a financial advisor with LPL Financial LLC. Jeffery has been in the financial services industry since October 2, 2008. Jeffery specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jeffery's experience includes previous employment with WELLS FARGO CLEARING SERVICES, LLC and BB&T INVESTMENT SERVICES, INC. Jeffery has offices in Newnan, GA and serves clients in Arkansas, Colorado, Florida, Georgia, New Hampshire, Ohio, and Texas.
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
GA
08/16/2022 - Present
LPL Financial LLC (NEWNAN GA)
GA
11/02/2017 - 12/22/2020
WELLS FARGO CLEARING SERVICES, LLC (NEWNAN GA)
GA
05/14/2012 - 11/02/2017
BB&T INVESTMENT SERVICES, INC. (NEWNAN GA)
GA
05/05/2011 - 04/04/2012
PARK AVENUE SECURITIES LLC (TYRONE GA)
MA
07/08/2004 - 10/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
KS
04/03/2002 - 09/11/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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