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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kocis has been in the financial industry since March 12, 2002 and is currently registered with LPL Financial LLC and IHT Wealth Management LLC. Jeffrey Kocis is registered as an Investment Advisor Representative in 17 states. Jeffrey Kocis holds the Series 7, Series 66, and SIE securities licenses. Jeffrey Kocis is a registered representative of LPL Financial LLC and an investment advisor representative of IHT Wealth Management LLC. IHT Wealth Management LLC is a DBA for LPL Business (entity for LPL business).
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
IL
05/09/2019 - Present
LPL Financial LLC (OAKBROOK TERRACE IL)
IL
10/23/2009 - 12/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRANKLIN PARK IL)
IL
03/13/2002 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (ITASCA IL)
BOTH
Issued 04/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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