Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lapidus has been an active financial advisor since March 2001. Jeffrey is currently registered as a Registered Representative and Investment Advisor Representative with Private Advisor Group, LLC. Prior to that, Jeffrey held positions at National Planning Corporation and Securities America, Inc. Jeffrey specializes in providing financial planning services for individuals, corporations, and pension and profit-sharing plans. He has extensive experience in helping clients reach their financial goals and is committed to providing personalized service.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
09/30/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MO
11/02/2007 - 09/30/2016
NATIONAL PLANNING CORPORATION (CLAYTON MO)
MO
06/25/2003 - 11/05/2007
SECURITIES AMERICA, INC. (CLAYTON MO)
MI
10/08/2002 - 07/08/2003
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
CA
02/28/2002 - 10/08/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
03/20/2001 - 02/27/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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