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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 Goodrich is a financial advisor with LPL Financial LLC. Jeffrey has been working in the financial industry since 1984. Jeffrey has experience with a variety of firms including BANCWEST INVESTMENT SERVICES, INC., LEUMI INVESTMENT SERVICES INC., UNIONBANC INVESTMENT SERVICES, LLC, CITY NATIONAL SECURITIES, INC., PHOENIX EQUITY PLANNING CORPORATION, AMERICAN SKANDIA MARKETING, INC., SUNAMERICA CAPITAL SERVICES, INC., SUNAMERICA SECURITIES, INC., TRANSAMERICA FINANCIAL RESOURCES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, MARKETING ONE SECURITIES, INC., GRIFFIN FINANCIAL SERVICES, SHEARSON LEHMAN HUTTON INC., GFC SECURITIES CORPORATION and M.L. STERN & CO. INC.. Jeffrey holds Series 3, 7, 24, 63 and 65 licenses, as well as the SIE. Jeffrey also holds Certified Financial Planner and Chartered Financial Consultant designations. Jeffrey's office is located in Woodland Hills, CA.
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
CA
06/20/2018 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
09/17/2015 - 06/26/2018
BANCWEST INVESTMENT SERVICES, INC. (ENCINO CA)
CA
09/17/2013 - 09/30/2015
LEUMI INVESTMENT SERVICES INC. (los angeles CA)
CA
10/12/2006 - 09/06/2013
UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)
CA
09/20/2002 - 03/07/2006
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CT
09/25/2000 - 07/18/2002
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
05/19/1998 - 09/20/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
10/09/1997 - 01/22/1998
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
06/04/1997 - 09/02/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
09/25/1995 - 05/23/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
02/09/1993 - 08/29/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OR
02/27/1992 - 12/21/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
06/05/1989 - 02/14/1992
GRIFFIN FINANCIAL SERVICES
NY
09/01/1983 - 06/02/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/22/1983 - 07/06/1983
GFC SECURITIES CORPORATION
NA
09/24/1982 - 03/09/1983
M.L. STERN & CO. INC.
IA
Issued 12/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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