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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 Talarico is an investment advisor representative who is registered with LaSalle St. Investment Advisors, LLC. Jeffrey John Talarico has been in the industry for over 16 years. Jeffrey John Talarico holds Series 3, 7, 9, 10, 66, and SIE licenses. Jeffrey John Talarico is registered with FINRA and the following states: Arizona, Arkansas, California, Colorado, Florida, Kansas, Louisiana, Michigan, Ohio, Oklahoma, South Carolina, Texas, and Washington. Jeffrey John Talarico's firm, LaSalle St. Investment Advisors, LLC is based in Elmhurst, Illinois. The firm provides financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/07/2019 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
TX
03/02/2012 - 06/14/2019
AMERIPRISE FINANCIAL SERVICES, INC. (KERRVILLE TX)
TX
01/01/2008 - 03/06/2012
WELLS FARGO ADVISORS, LLC (KERRVILLE TX)
TX
04/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KERRVILLE TX)
BOTH
Issued 04/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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