Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cornelius is a financial advisor registered with LPL Financial LLC and has been in the industry since 1993. Jeffrey specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and other non-discretionary advisory services. Jeffrey holds Series 7, 6, 63, and 66 licenses, and has been with LPL Financial LLC since March 2020. Prior to that, Jeffrey was a financial advisor at Securities America, Inc.
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
NE
03/04/2020 - Present
LPL Financial LLC (CLAY CENTER NE)
NE
06/05/2002 - 03/02/2020
SECURITIES AMERICA, INC. (COZAD NE)
TX
09/01/1998 - 06/06/2002
AFS BROKERAGE, INC. (AUSTIN TX)
LA
11/07/1997 - 09/04/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
CA
12/07/1993 - 12/01/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MD
10/31/1997 - 11/08/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cornelius is the right advisor for you? Invested Better is here to help.
