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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 Fountain is a financial advisor with over 18 years of experience in the industry. Jeffrey has a wide range of experience with both LPL Financial LLC and MML Investors Services, LLC. Jeffrey has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Jeffrey is registered as a broker and investment advisor and is licensed to sell securities in multiple states, including Texas, Maryland, and Arizona.
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
MD
04/23/2024 - Present
LPL Financial LLC (HUNT VALLEY MD)
MD
06/03/2005 - 04/24/2024
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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