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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 O'Brien is a financial advisor registered with LPL Financial LLC and has been in the industry since 2012. Jeffrey has Series 7 and Series 66 licenses and has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Raymond James Financial Services, Inc., and Raymond James Financial Services Advisor, Inc. Jeffrey O'Brien is registered with the state of Texas as an investment advisor representative and is licensed in 9 states for Broker/Dealer activities. LPL Financial LLC is a large firm based out of Fort Mill, SC with over $463 billion in assets under management. LPL Financial LLC serves a variety of clients including corporations, individuals, high-net-worth individuals, insurance companies, trusts, and state or municipal government entities.
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
TX
09/30/2024 - Present
LPL Financial LLC (SUGAR LAND TX)
TX
07/30/2012 - 06/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 09/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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