Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Greco is a financial advisor at LPL Financial LLC. Jeffrey has been in the financial services industry since 1993. Jeffrey is registered with FINRA and the state of New York. Jeffrey has a Series 7, Series 24, and Series 63 license. Jeffrey is also a Chartered Financial Consultant. Jeffrey has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Jeffrey provides financial planning, portfolio management, and consulting 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.
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NY
08/03/2021 - Present
LPL Financial LLC (WEST BRENTWOOD NY)
NY
06/08/2018 - 08/02/2019
PLANMEMBER SECURITIES CORPORATION (Brentwood NY)
NY
08/24/2015 - 06/28/2016
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
04/03/2013 - 09/30/2013
PURSHE KAPLAN STERLING INVESTMENTS (PORT WASHINGTON NY)
NY
11/30/2010 - 10/16/2012
LPL FINANCIAL LLC (MELVILLE NY)
NY
09/09/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (MELVILLE NY)
NY
07/18/2007 - 09/22/2009
MML INVESTORS SERVICES, INC. (MELVILLE NY)
NY
03/07/1991 - 06/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
MN
03/07/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/09/1990 - 01/17/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/09/1990 - 01/17/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
07/08/1988 - 02/17/1990
J. T. MORAN & CO., INC.
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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