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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 Emerson Williams is a financial advisor in Rockville, VA, and has been in the industry since August 5, 1984. Jeffrey is a registered representative with LPL Financial LLC, and has been with them since November 2003. Prior to working with LPL Financial LLC, Jeffrey was with FIRST INVESTORS CORPORATION in Edison, NJ. Jeffrey's current registrations include Series 6, Series 7, Series 24, Series 26, and Series 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Jeffrey Williams provides a variety of financial services including portfolio management, financial planning, and pension consulting.
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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VA
01/04/2007 - Present
LPL Financial LLC (ROCKVILLE VA)
NJ
08/06/1984 - 11/17/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/23/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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