Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McKinnon is a financial advisor with over 25 years of experience in the industry. Jeffrey currently works with LPL Financial LLC, a firm managing over $50 billion in assets. Jeffrey specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Jeffrey holds a Series 7, Series 63, and Series 65 license. Prior to joining LPL Financial LLC, Jeffrey has held positions at other financial institutions, including Ameriprise Financial Services, LLC, WELLS FARGO ADVISORS, PNC INVESTMENTS, PNC BROKERAGE CORP, and JANNEY MONTGOMERY SCOTT INC.
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
PA
05/02/2023 - Present
LPL Financial LLC (DANVILLE PA)
PA
12/02/2016 - 05/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Berwick PA)
PA
08/18/2005 - 12/07/2016
WELLS FARGO ADVISORS (KINGSTON PA)
PA
01/01/2004 - 08/23/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
07/14/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
09/05/1996 - 03/21/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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