Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Eckert is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial industry for over 30 years and has a wide range of experience in providing investment advice to individual clients and businesses. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds several securities licenses, including Series 6, 7, 24, 26, 63, and 66. Jeffrey has worked for several firms throughout his career, including Investment Centers of America, Inc., BancWest Investment Services, Inc., PrimeVest Financial Services, Inc., and Linsco/Private Ledger Corp. Jeffrey 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.
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.
1
2
WY
11/29/2017 - Present
LPL Financial LLC (LARAMIE WY)
WY
01/17/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LARAMIE WY)
WY
05/17/2006 - 01/19/2012
BANCWEST INVESTMENT SERVICES, INC. (SARATOGA WY)
WY
08/07/2003 - 05/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (LARAMIE WY)
SC
01/16/1998 - 08/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
01/26/1993 - 01/23/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
06/22/1990 - 01/29/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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