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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 Dale Chapman is a financial advisor with over 29 years of experience in the industry. Currently, Jeffrey Dale Chapman is registered with Cetera Investment Advisers LLC and has offices in PENFIELD, NY. Jeffrey Dale Chapman has also held previous registrations with Investors Capital Corp., Lifemark Securities Corp., and Pruco Securities, LLC. Jeffrey Dale Chapman is a registered Investment Advisor Representative in NY and TX. Jeffrey Dale Chapman's specialties include financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (PENFIELD NY)
NY
03/07/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (PENFIELD NY)
NY
08/08/2008 - 03/08/2013
LIFEMARK SECURITIES CORP. (PENFIELD NY)
NY
06/14/1994 - 08/11/2008
PRUCO SECURITIES, LLC. (PENFIELD NY)
IA
Issued 9/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/2/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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