Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Cowling is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Integrated Wealth Concepts LLC and Lincoln Financial Advisors Corporation. Jeffrey has been active in the financial industry since 1989. Jeffrey holds a Series 6, 7, 63, and 66 license and has also obtained the Certified Financial Planner designation. Jeffrey provides financial planning and investment advisory services to a wide range of clients, including individuals, families, businesses, and non-profit organizations. Jeffrey has experience providing financial advice to high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial 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.
1
2
CT
05/10/2022 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
CT
12/04/2003 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
CT
12/04/2003 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (GLASTONBURY CT)
MA
07/24/1989 - 12/08/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 05/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cowling is the right advisor for you? Invested Better is here to help.
