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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 Howard Nessel is a financial advisor with LPL Financial LLC, located in Overland Park, KS. He has been in the industry since December 8, 1980. Jeffrey has been registered with LPL Financial LLC since November 28, 2018. Before joining LPL, Jeffrey worked at several other firms, including Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, Fahnestock & Co. Inc., RSR Capital Group, Inc., Robert Thomas Securities, Inc, Municicorp of California, Morgan, Olmstead, Kennedy & Gardner, Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Jeffrey is licensed in Arizona, California, Kansas, and Missouri. He has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey's specializations include investment planning, retirement planning, and estate 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.
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
KS
11/28/2018 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
01/07/2011 - 05/19/2014
OPPENHEIMER & CO. INC. (LEAWOOD KS)
MO
04/20/2001 - 01/12/2011
WELLS FARGO ADVISORS, LLC (KANSAS CITY MO)
NY
10/28/1992 - 05/04/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
NA
12/24/1990 - 10/02/1992
RSR CAPITAL GROUP, INC.
FL
02/26/1990 - 12/12/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
04/24/1985 - 02/14/1990
MUNICICORP OF CALIFORNIA
CA
10/23/1980 - 02/14/1990
MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)
NA
10/11/1984 - 04/10/1985
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
NA
04/05/1984 - 10/26/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 12/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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