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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 Rimer is a financial advisor with over 17 years of experience in the industry. Jeffrey is registered with LPL Financial LLC, where Jeffrey has been employed since June 2013. Prior to joining LPL Financial LLC, Jeffrey worked at Lincoln Financial Securities Corporation from 2009 to 2013 and Financial Network Investment Corporation from 2006 to 2009. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey holds Series 7, Series 63, and Series 65 licenses. Jeffrey is registered to offer investment advisory services in 18 states.
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
TX
09/19/2016 - Present
LPL Financial LLC (FORT WORTH TX)
OK
01/05/2009 - 06/27/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (EDMOND OK)
OK
08/22/2006 - 01/09/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EDMOND OK)
IA
Issued 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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