Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Chad Muri is a registered representative with LPL Financial LLC. Jeffrey has been in the financial services industry since April 19, 2008. Jeffrey Chad Muri is currently licensed to provide investment advice and services in 25 states and the District of Columbia. In addition to their current role at LPL Financial LLC, Jeffrey Chad Muri has prior experience at INVEST FINANCIAL CORPORATION and WELLS FARGO ADVISORS, LLC. Jeffrey Chad Muri's specializations include retirement planning, college savings, estate planning, insurance, and investment management.
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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NC
01/06/2024 - Present
LPL Financial LLC (WAYNESVILLE NC)
NC
09/15/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (BURNSVILLE NC)
NC
04/14/2008 - 09/08/2016
WELLS FARGO ADVISORS, LLC (WAYNESVILLE NC)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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