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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 Partridge is a financial advisor with over 19 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC in South Dakota and Texas. Jeffrey has previously worked with Securities America, Inc. in Rapid City, SD and Fintegra, LLC in Rapid City, SD. Jeffrey has passed the Series 66, Series 7 and SIE exams. Jeffrey is a member of the South Dakota Board of Regents and has worked for the firm since December 2019.
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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SD
04/28/2020 - Present
LPL Financial LLC (RAPID CITY SD)
SD
07/10/2015 - 12/09/2019
SECURITIES AMERICA, INC. (RAPID CITY SD)
SD
11/30/2007 - 07/28/2015
FINTEGRA, LLC (RAPID CITY SD)
SD
11/11/2005 - 11/26/2007
LINSCO/PRIVATE LEDGER CORP. (RAPID CITY SD)
NY
06/08/2004 - 11/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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