Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Buchbinder is a financial advisor with LPL Financial LLC. Jeffrey has been in the industry since June 1999. Jeffrey has been registered with LPL Financial LLC since June 2020. Jeffrey holds a Series 7, 63, 87, and SIE licenses. Jeffrey has been registered in Massachusetts since July 2003. Jeffrey has been registered as an Investment Advisor Representative (IAR) in Massachusetts since June 2020. Prior to working at LPL Financial LLC, Jeffrey worked at Sanford C. Bernstein & Co., LLC and Deutsche Banc Alex. Brown Inc. Jeffrey's areas of specialization include: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Selection of Other Advisers, Pension Consulting, and Educational Seminars. Jeffrey provides advisory services to Individuals, High Net Worth Individuals, Charitable Organizations, Corporations or Other Businesses, Pension and Profit-Sharing Plans, and Investment Clubs.
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
MA
06/09/2020 - Present
LPL Financial LLC (BOSTON MA)
NY
01/29/2002 - 01/06/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
01/20/2000 - 11/12/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
CT
09/25/1998 - 01/24/2000
ADVEST, INC. (HARTFORD CT)
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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