Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kinsler is a registered representative with LPL Financial LLC. Jeffrey has been in the financial services industry since 2022. Jeffrey holds the Series 63, Series 65 and Series 6TO securities licenses. Jeffrey is also registered as an Investment Advisor Representative in Nevada and Texas. In addition to securities licensing, Jeffrey has also obtained the SIE exam. Jeffrey has been working with clients in Henderson, Nevada. Prior to working at LPL Financial LLC, Jeffrey was registered with Securities America, Inc.
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
CA
06/22/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NV
06/21/2022 - 06/23/2023
SECURITIES AMERICA, INC. (HENDERSON NV)
IA
Issued 04/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Kinsler is the right advisor for you? Invested Better is here to help.
