Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bishop has been in the financial services industry since 1998 and is currently registered with LPL Enterprise, LLC. Jeffrey has a wide range of experience working with individual clients, businesses, and retirement plans. Jeffrey has a strong commitment to providing financial advice and guidance to help his clients achieve their financial goals. Jeffrey holds multiple licenses and certifications, including Series 6, 7, 26, 63, 65, and 66.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/14/2024 - Present
LPL Enterprise, LLC (CREST HILL IL)
IL
02/24/2012 - 01/11/2023
PRINCIPAL SECURITIES, INC. (CREST HILL IL)
IL
08/10/2009 - 02/29/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PLAINFIELD IL)
IL
06/18/2008 - 06/04/2009
UVEST FINANCIAL SERVICES GROUP, INC. (NAPERVILLE IL)
IL
07/01/2005 - 06/16/2008
PARK AVENUE SECURITIES LLC (DOWNERS GROVE IL)
MA
03/05/1998 - 07/05/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/05/1998 - 07/05/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/15/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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