Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Fanning is a financial advisor with LPL Financial LLC. Jeffery has been in the financial services industry since 1984. Jeffery has earned the Certified Financial Planner and Chartered Financial Consultant designations. Jeffery holds licenses in Colorado.
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
CO
08/01/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
04/13/1993 - 04/11/2023
THE O.N. EQUITY SALES COMPANY (FT. COLLINS CO)
NY
08/20/1985 - 03/24/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
08/29/1984 - 07/22/1985
EQUICO SECURITIES, INC.
NA
08/29/1984 - 07/22/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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