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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 Gagnon is a financial advisor currently associated with LPL Financial LLC. Jeffrey Gagnon has been in the financial services industry for over 27 years. Jeffrey Gagnon has been registered with the state of Rhode Island since 2022. Jeffrey Gagnon is also registered with the state of Massachusetts since 2022. Prior to joining LPL Financial LLC, Jeffrey Gagnon worked at CUNA Brokerage Services, INC., and INVEST FINANCIAL CORPORATION.
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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RI
05/18/2022 - Present
LPL Financial LLC (RUMFORD RI)
RI
10/07/2002 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (RUMFORD RI)
WI
12/17/1997 - 03/28/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
SC
07/17/1997 - 09/24/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
08/19/1996 - 09/05/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
SC
04/15/1994 - 08/07/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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