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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 Kobak is an Investment Advisor Representative associated with LPL Financial LLC since November 2023. Jeffrey has been active in the financial services industry since April 1997. Jeffrey has a total of 4 approved state registrations. Jeffrey holds licenses for Series 6, Series 7, and Series 63 exams. Jeffrey has been associated with The O.N. Equity Sales Company, MetLife Securities Inc, and Metropolitan Life Insurance Company in the past.
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.
1
2
OH
11/28/2023 - Present
LPL Financial LLC (WESTLAKE OH)
OH
03/10/2006 - 11/27/2023
THE O.N. EQUITY SALES COMPANY (WESTLAKE OH)
OH
03/27/1997 - 02/22/2006
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
03/27/1997 - 02/22/2006
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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