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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 Bjarne Hoyer is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Jeffrey has been a licensed financial advisor since 1985 and has a proven track record of providing comprehensive financial guidance to individuals, families, and businesses. He is registered with the state of Montana and several other states and is a licensed general securities representative and investment advisor representative. Jeffrey has experience in a variety of financial services, including retirement planning, college savings, insurance, and estate planning. He is committed to helping his clients reach their financial goals.
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
MT
11/29/2017 - Present
LPL Financial LLC (WHITEFISH MT)
MT
12/22/1989 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WHITEFISH MT)
NY
04/23/1985 - 01/10/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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