Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gordon Pasternak is an active Investment Advisor Representative with LPL Financial LLC, based in Castle Rock, Colorado. Jeffrey has been in the industry since 2003, starting his career at Morgan Stanley DW Inc. in New York. Jeffrey has a wealth of experience in the financial services industry, having previously worked for Ameriprise Financial Services, Inc. in California. Jeffrey is registered in several states, including Arizona, California, Colorado, Hawaii, Illinois, Nevada, North Carolina, Utah, and Washington. Jeffrey holds the Series 7, Series 31, and Series 66 licenses and the SIE exam. He is also a registered Investment Advisor Representative with LPL Financial LLC and has held this position since August 2019. Jeffrey's professional experience and credentials make him a valuable resource for individuals and businesses seeking investment advice.
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
CO
03/27/2023 - Present
LPL Financial LLC (CASTLE ROCK CO)
CA
10/05/2009 - 08/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE VILLAGE CA)
CA
07/31/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WOODLAND HILLS CA)
NY
09/24/2003 - 06/01/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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