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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 Letendre is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial services industry since February 28, 1990. Jeffrey has been registered with LPL Financial LLC since January 2003. Jeffrey's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Jeffrey is registered to provide investment advice in 21 states and holds Series 6, 7 and 63 licenses. Jeffrey's previous employers include Commonwealth Financial Network and WS Griffith Securities, 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
MA
01/29/2018 - Present
LPL Financial LLC (SALEM MA)
MA
10/15/2001 - 01/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CT
03/01/1990 - 10/19/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
03/01/1990 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 03/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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