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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 Doeden is a financial advisor at LPL Financial LLC. Jeffrey has over 25 years of experience in the financial services industry. Jeffrey has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Jeffrey is committed to providing personalized service to each of his clients and works closely with them to develop investment strategies that meet their specific needs. Prior to joining LPL Financial LLC, Jeffrey was a financial advisor at KESTRA INVESTMENT SERVICES, LLC and WFG INVESTMENTS, INC. Jeffrey is licensed to provide financial advice in several states including Arizona, Florida, Hawaii, Illinois, Indiana, Kentucky, Missouri, New York, Tennessee, and Virginia.
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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2
IL
11/17/2022 - Present
LPL Financial LLC (EAST PEORIA IL)
IL
08/23/2017 - 11/16/2022
KESTRA INVESTMENT SERVICES, LLC (Peoria IL)
IL
10/21/2014 - 08/25/2017
WFG INVESTMENTS, INC. (PEORIA IL)
IL
02/28/2002 - 10/22/2014
FIRST MIDWEST SECURITIES, INC. (EAST PEORIA IL)
OK
07/30/1998 - 02/27/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
WI
04/09/1997 - 08/03/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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