Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Francis Lick is a financial professional registered with Stephens and is currently located in LITTLE ROCK, Arkansas. Jeffrey has been in the financial industry for over one year. He is a Series 63, SIE, Series 86 and Series 87 licensed professional. Jeffrey has been registered with B. RILEY SECURITIES, INC. and currently holds FINRA registrations with Stephens. Jeffrey is a licensed professional in Arkansas and Massachusetts and specializes in 1, 2, 3, 4, 5, 6, and 9.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
05/07/2024 - Present
Stephens (LITTLE ROCK AR)
CA
02/10/2023 - 04/30/2024
B. RILEY SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 12/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/20/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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