Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Faller is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has been registered with Lincoln Investment since August 2008 and is also registered with Capital Analysts since January 2015. Jeffrey specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to meet the needs of clients. Jeffrey is a Certified Financial Planner and holds Series 6, 26, and 63 securities licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/01/2008 - Present
Lincoln Investment (CRANFORD NJ)
NJ
10/27/1999 - 10/03/2008
THE FALLER COMPANY, LLC (EAST BRUNSWICK NJ)
NJ
07/28/1992 - 06/24/1999
THE FALLER COMPANY, INC. (EAST BRUNSWICK NJ)
CO
11/29/1996 - 12/13/1996
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
01/17/1989 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
07/09/1985 - 11/21/1985
FIRST INVESTORS CORPORATION
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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