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 Ellithorpe is a financial advisor with over 20 years of experience in the industry. Jeffrey has a proven track record of success in providing financial advice to individuals and businesses. Jeffrey is currently registered with Northern Trust Securities, Inc. and is a Series 66, Series 7 and SIE exam holder. Prior to joining Northern Trust Securities, Inc., Jeffrey worked at CREDIT SUISSE FIRST BOSTON LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Jeffrey specializes in providing financial advice to high-net-worth individuals, businesses, charitable organizations, and partnerships. Jeffrey's expertise includes portfolio management, investment advisory services, and selection of other advisors. Jeffrey has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/26/2005 - Present
Northern Trust Securities, Inc. (Chicago IL)
NY
01/17/2003 - 07/07/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/08/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 11/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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