Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Werner is a financial advisor who has been in the industry since 1993. Jeffrey is currently registered with LPL Financial LLC. Prior to working at LPL Financial LLC, Jeffrey worked at INVEST Financial Corporation. Jeffrey is a Certified Financial Planner.
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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2
MO
02/14/2018 - Present
LPL Financial LLC (SPRINGFIELD MO)
OK
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (TULSA OK)
MO
09/21/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (SPRINGFIELD MO)
TX
01/02/1997 - 09/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
06/20/1996 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
KS
06/16/1995 - 07/01/1996
OFG FINANCIAL SERVICES, INC. (TOPEKA KS)
NY
12/01/1994 - 06/30/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MO
01/07/1993 - 11/28/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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