Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Carter Malas has been in the financial industry since June 2008 and is currently registered with LPL Financial LLC. Jeffrey is a Series 66, Series 7 and SIE licensed individual. Jeffrey has been with LPL Financial LLC since March 2011. Previously, Jeffrey worked with Edward Jones from June 2008 to April 2011. Jeffrey is licensed in 14 states and has experience with pension consulting, portfolio management for individuals, and portfolio management for businesses. Jeffrey provides financial planning and consulting services. Jeffrey's clients include individuals, businesses, and charitable organizations.
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
IL
05/09/2024 - Present
LPL Financial LLC (YORKVILLE IL)
IL
06/03/2008 - 04/08/2011
EDWARD JONES (OSWEGO IL)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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