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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 Guy Labelle is a financial advisor with Realta Investment Advisors, Inc., a company that has offices in both Sarasota, Florida and Wilmington, Delaware. Jeffrey has been in the financial services industry since 1987 and has a wide range of experience working with individual investors, business owners, and retirement plan sponsors. Jeffrey's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/29/2024 - Present
Realta Investment Advisors, Inc. (SARASOTA FL)
FL
07/23/2018 - 12/26/2019
LPL FINANCIAL LLC (SARASOTA FL)
FL
08/24/2012 - 07/27/2018
FIRST ALLIED SECURITIES, INC. (SARASOTA FL)
FL
12/14/2009 - 08/29/2012
WOODBURY FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
08/23/2007 - 01/05/2010
NEXT FINANCIAL GROUP, INC. (NAPLES FL)
FL
06/23/2005 - 09/18/2007
SII INVESTMENTS, INC. (NAPLES FL)
AZ
07/27/2004 - 06/24/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
05/22/2002 - 08/02/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TN
10/04/1999 - 05/17/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
CA
08/27/1997 - 06/08/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
04/23/1996 - 09/03/1997
WMA SECURITIES, INC. (DULUTH GA)
OH
10/20/1993 - 07/05/1995
OMNI FINANCIAL SECURITIES, INC. (COLUMBUS OH)
NJ
02/24/1992 - 09/02/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/28/1991 - 12/05/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/22/1989 - 03/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/29/1987 - 01/01/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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