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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 John Flamman is a financial advisor with over 35 years of experience in the financial services industry. Jeffrey is currently registered with Lincoln Investment and Capital Analysts, and has previously worked for Great American Advisors, PMG Securities Corporation, and W.S. Griffith & Co. Jeffrey holds the Series 6, 7, 24, 63, 65, and 66 licenses. Jeffrey's primary focus is providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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
03/25/2021 - Present
Lincoln Investment (EAST ISLIP NY)
NY
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (EAST ISLIP NY)
IL
01/07/1991 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
10/24/1984 - 12/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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