Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Donald Field is a registered representative with Lincoln Douglas Investments, LLC, based in Albany, NY. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey holds the Series 7, 15 and 63 licenses. Jeffrey is experienced in financial planning and portfolio management for individuals. Jeffrey's previous experience includes working with B. Riley Wealth Management, ING Financial Partners, Inc., Invest Financial Corporation, and Capital Securities of 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.
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
05/17/2019 - Present
Lincoln Douglas Investments, LLC (Albany NY)
NY
10/11/2010 - 05/20/2019
B. RILEY WEALTH MANAGEMENT (ALBANY NY)
NY
05/27/2009 - 10/12/2010
ING FINANCIAL PARTNERS, INC. (ALBANY NY)
NY
02/08/2007 - 05/26/2009
INVEST FINANCIAL CORPORATION (LATHAM NY)
OH
09/17/2003 - 07/05/2005
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
OH
03/24/1998 - 08/06/2001
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
FL
03/25/1997 - 03/17/1998
LITWIN SECURITIES INC. (MIAMI BEACH FL)
FL
05/30/1997 - 12/23/1997
SHOCHET SECURITIES INC. (BOCA RATON FL)
NY
03/06/1995 - 08/18/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
11/16/1994 - 02/24/1995
MERIDIAN, DUNHILL & CO., INC.
NY
05/13/1993 - 09/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/24/1991 - 04/02/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
09/21/1989 - 10/15/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/12/1988 - 03/29/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
01/25/1988 - 08/18/1988
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
07/25/1986 - 02/02/1988
PAINEWEBBER INCORPORATED
NA
02/23/1981 - 08/23/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 02/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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