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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 Leclair is an investment advisor with over 20 years of experience in the financial services industry. Jeffrey has a long track record of providing investment advice and guidance to a wide range of clients, including high net worth individuals, corporations, and institutions. Jeffrey currently works at Alliancebernstein LP and is licensed in Florida, Massachusetts, New Hampshire, New York, and Rhode Island. Jeffrey's expertise includes asset allocation, portfolio management, and financial planning. Prior to joining Alliancebernstein LP, Jeffrey worked at Foreside Fund Services, LLC, Rafferty Capital Markets, LLC, and A.G. Edwards & Sons, Inc. Jeffrey has held various roles throughout his career, including financial advisor, portfolio manager, and investment research analyst.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/12/2023 - Present
Alliancebernstein LP (Boston MA)
MA
03/07/2022 - 06/01/2022
FORESIDE FUND SERVICES, LLC (Boston MA)
NY
06/28/2017 - 03/07/2022
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
MA
08/26/2013 - 07/05/2017
FORESIDE FUND SERVICES, LLC (Boston MA)
MA
08/02/2006 - 08/26/2013
RAFFERTY CAPITAL MARKETS, LLC (BOSTON MA)
MA
06/12/2003 - 08/04/2006
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
MA
02/01/2001 - 03/31/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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