Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cleckner is a financial advisor who has been in the industry since November 1995. Jeffrey is currently registered with LPL Financial LLC. Jeffrey has been with LPL Financial LLC since February 2023 and has held previous positions with Edward Jones, Northwestern Mutual Investment Services, LLC, Waddell & Reed, Lincoln Financial Distributors, Inc., Prudential Annuities Distributors, Inc, AIG SunAmerica Capital Services, Inc., Jackson National Life Distributors, Inc., First Union Securities, Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and L.C. Wegard & Co., Inc. Jeffrey is registered to provide financial advice in Arizona, California, Florida, Georgia, Indiana, Minnesota, North Carolina, Ohio, and Virginia. Jeffrey is licensed to provide investment advice in Indiana and holds the following licenses: Series 7, Series 24, Series 63, and Series 65. Jeffrey has been a coach for Indiana Arsenal Baseball since September 2019 and is also a member of TSA INDIANA, LLC. Jeffrey offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Jeffrey also provides consulting and other non-discretionary advisory services.
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
IN
02/03/2023 - Present
LPL Financial LLC (NEW PALESTINE IN)
IN
05/25/2018 - 02/03/2023
EDWARD JONES (GREENFIELD IN)
IN
01/08/2018 - 05/31/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Indianapolis IN)
IN
08/03/2011 - 10/11/2017
WADDELL & REED (INDIANAPOLIS IN)
PA
01/16/2008 - 01/06/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
08/12/2005 - 01/11/2008
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
10/16/2002 - 07/19/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TN
01/09/2002 - 09/18/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MO
09/21/1998 - 11/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/14/1996 - 09/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/08/1995 - 09/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/09/1994 - 01/16/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 10/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cleckner is the right advisor for you? Invested Better is here to help.
