Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Layhew is a financial advisor at LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Jeffrey has been in the industry since September 21, 1992 and is currently registered in Florida, New York, and Texas. Jeffrey has also previously been employed by CADARET, GRANT & CO., INC. and MML INVESTORS SERVICES, 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
NY
11/14/2012 - Present
LPL Financial LLC (SYRACUSE NY)
NY
10/14/1993 - 11/07/2007
CADARET, GRANT & CO., INC. (LIVERPOOL NY)
MA
09/22/1992 - 10/14/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/13/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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