Unclaimed
Jeffrey Felton is a financial advisor at Pruco Securities, LLC, and has been in the industry since 2013. Jeffrey has experience in a number of areas, including financial planning, selection of other advisors, and portfolio management. Jeffrey is licensed in 51 states and also has a Series 66 license. Jeffrey has been registered with Pruco Securities, LLC since 2018. Prior to that Jeffrey was registered with Wealth Enhancement Brokerage Services, LLC. Jeffrey has been registered with LPL Financial LLC since 2014. Jeffrey is also a registered Investment Advisor in 6 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
MN
04/14/2021 - Present
Pruco Securities, LLC (Minneapolis MN)
MN
03/31/2014 - 07/23/2018
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
03/28/2014 - 07/23/2018
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
02/07/2013 - 12/18/2013
EDWARD JONES (ELK RIVER MN)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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