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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 Arthur Laine is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Ocean City, NJ. Jeffrey has been in the financial industry since 1989. Jeffrey is also a Certified Public Accountant (CPA). Jeffrey has experience working with various financial services firms including Commonwealth Financial Group, Inc., Thompson, Laine & Co., Inc., and Van Liew Securities. Jeffrey is a registered representative in Delaware, Florida, Hawaii, Massachusetts, New Jersey, Pennsylvania, and South Carolina. Jeffrey is also a registered Investment Advisor Representative in New Jersey.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
01/20/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ocean City NJ)
NJ
05/26/1994 - 06/02/2023
COMMONWEALTH FINANCIAL GROUP, INC. (VOORHEES NJ)
CA
12/10/1987 - 11/10/1992
THOMPSON, LAINE & CO., INC. (LOS ANGELES CA)
RI
02/12/1990 - 11/19/1991
VAN LIEW SECURITIES (PROVIDENCE RI)
IA
Issued 12/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/30/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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