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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 Furniss is an active registered investment advisor representative with LPL Financial LLC. Jeffrey has been in the industry since 2005 and holds both the Series 7 and Series 66 securities licenses. Jeffrey is registered with the state of Maryland, and also holds registrations in 20 other states. The firm's main office is located in Fort Mill, South Carolina and has more than 20,000 licensed agents and registered representatives. The firm primarily manages accounts for high-net-worth individuals and families, as well as corporations and other businesses. The firm also provides financial planning, portfolio management, and educational seminars. Jeffrey also works as a non-investment related employee for 1000 Bestgate Road, LLC in Annapolis, MD. Jeffrey has been working with the firm since 2019.
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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CA
10/23/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
IN
02/23/2005 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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