Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Joseph Portman is a financial advisor with over 16 years of experience in the financial services industry. Jeffrey is registered with LPL Financial LLC and has been with the firm since July 2021. Prior to joining LPL Financial LLC, Jeffrey was registered with Waddell & Reed and Edward Jones. Jeffrey holds the Series 7, Series 63, and Series 65 licenses and is registered in 27 states. Jeffrey specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Jeffrey is committed to helping clients reach their financial goals.
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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2
MO
07/21/2021 - Present
LPL Financial LLC (ST LOUIS MO)
MO
04/26/2013 - 07/21/2021
WADDELL & REED (ST LOUIS MO)
MO
02/26/2007 - 04/29/2013
EDWARD JONES (WEBSTER GROVES MO)
IA
Issued 10/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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