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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 James Lovett is an Investment Advisor Representative with over 25 years of experience in the financial services industry. Currently, Jeffrey is registered with LPL Financial LLC in Shelby Twp, MI. He is also a Registered Representative with LPL Financial LLC in Texas. Previously, Jeffrey was affiliated with CFD Investments, Inc. in Imlay City, MI and Nationwide Securities, LLC in Imlay City, MI. Jeffrey holds multiple licenses and certifications including the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Jeffrey has experience providing advisory services to a variety of clients including individuals, high-net-worth individuals, corporations, and pension plans.
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
MI
11/27/2023 - Present
LPL Financial LLC (SHELBY TWP MI)
MI
05/08/2017 - 11/27/2023
CFD INVESTMENTS, INC. (Imlay City MI)
MI
04/02/1997 - 05/11/2017
NATIONWIDE SECURITIES, LLC (IMLAY CITY MI)
IA
Issued 04/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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