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 Concepcion is a financial advisor who has been in the industry since 1989. He is currently registered with Stratos Wealth Partners, Ltd. in Beachwood, Ohio. Jeffrey has a variety of licenses and registrations, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. He also holds the SIE. Jeffrey has worked for several firms throughout his career, including LPL Financial LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Jeffrey is a Principal at Stratos Wealth Partners, Ltd. and is responsible for providing financial advice to individuals, corporations, and other entities. He specializes in investment management, financial planning, 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.
Percentage of assets under management with third party managers
1
2
OH
03/03/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
10/27/2008 - 05/29/2018
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
06/01/1998 - 09/18/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
03/24/2000 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
06/17/1989 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Concepcion is the right advisor for you? Invested Better is here to help.
