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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 Knight is a financial advisor with LPL Financial LLC. Jeffrey has been in the industry since 1994 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Jeffrey has worked with previous firms like Edward Jones and Morgan Stanley DW INC. Jeffrey provides consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars.
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
CT
01/07/2020 - Present
LPL Financial LLC (MYSTIC CT)
CT
12/22/2016 - 12/11/2019
EDWARD JONES (BRANFORD CT)
RI
02/04/2005 - 01/04/2017
CANTELLA & CO., INC. (PROVIDENCE RI)
NY
02/09/1998 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
03/05/1997 - 01/07/1998
FIS SECURITIES, INC. (BOSTON MA)
NY
01/11/1994 - 03/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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