Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lapollo is a financial advisor with Pruco Securities, LLC. Jeffrey is registered with FINRA and the state of New Jersey. Jeffrey has been in the financial services industry since 2013. Jeffrey has experience in working with individuals and corporations. Jeffrey has Series 6, 7, 63 and 65 licenses. Jeffrey specializes in providing financial planning, investment management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NJ
08/02/2023 - Present
Pruco Securities, LLC (EAST BRUNSWICK NJ)
NJ
02/14/2022 - 06/15/2023
LPL FINANCIAL LLC (MATAWAN NJ)
NJ
09/27/2013 - 02/15/2022
J.P. MORGAN SECURITIES LLC (ENGLISHTOWN NJ)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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