Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Masters is a financial advisor with over 25 years of experience in the industry. Jeffery is a registered representative of LPL Financial, LLC and is also an Investment Advisor Representative of Independent Advisor Alliance, LLC. Jeffery has a broad range of experience in the financial services industry, including investment advisory, securities brokerage, and insurance. Jeffery is dedicated to helping clients achieve their financial goals. Jeffery provides a wide range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/05/2018 - Present
Independent Advisor Alliance, LLC (Sumterville FL)
CT
03/17/1997 - 06/16/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
06/22/1989 - 01/11/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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