Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Uselton is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Jeffery has been in the financial industry since 2013 and has a strong track record of providing investment advice to individuals, families, and businesses. He is also a Certified Financial Planner, which means he is committed to providing comprehensive financial planning services to his clients. Jeffery is registered with the state of Tennessee and is licensed to offer securities and investment advice. Jeffery currently works out of the McMinnville, TN branch of LPL Financial LLC. Jeffery is also the Executive Vice President, Chief Risk Officer at First National Bank of Middle Tennessee, a position he has held since 2019. Jeffery is dedicated to helping his clients achieve their financial goals, and his experience and expertise make him a valuable resource for anyone seeking financial guidance.
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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TN
08/04/2014 - Present
LPL Financial LLC (MCMINNVILLE TN)
TN
08/23/2010 - 03/15/2012
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
BC
Issued 09/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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