Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Andrew David is a financial advisor who has been working in the industry since October 13, 2016. Jeffrey is currently registered with LPL Financial LLC, and has been with the firm since November 2017. Previously, Jeffrey worked at National Planning Corporation from September 2016 to November 2017. Jeffrey holds the Series 66, Series 7, and SIE licenses. Jeffrey has a total of 19 state registrations as well as 2 IA registrations. Jeffrey offers a variety of financial services to individuals, businesses, and institutions. Jeffrey specializes in financial planning, portfolio management, and other investment-related services.
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
MO
01/27/2022 - Present
LPL Financial LLC (SAINT ALBANS MO)
MO
10/14/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (ST. ALBANS RD MO)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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