Unclaimed
Jeffrey Hamblen has been in the financial services industry since 1983. Jeffrey is a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey works for LPL Financial LLC and Global Retirement Partners LLC, both based in McLean, VA.
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
VA
07/22/2024 - Present
LPL Financial LLC (MCLEAN VA)
VA
06/25/1984 - 12/06/2012
MML INVESTORS SERVICES, LLC (MCLEAN VA)
NA
06/24/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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