Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Sam Decant is a financial advisor with over 35 years of experience in the financial services industry. Jeffery is currently registered with LPL Financial LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc.. Jeffery is licensed to provide advisory services to individuals, businesses, trusts, estates, and retirement plans. Jeffery specializes in financial planning, retirement planning, investment management, and insurance.
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
IL
01/15/2025 - Present
LPL Financial LLC (ARLINGTON HEIGHTS IL)
IL
09/24/2020 - 08/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
11/23/1988 - 09/24/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Arlington Heights IL)
BOTH
Issued 01/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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