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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 Kenneth Stark is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the industry since 1986. He has passed a number of exams, including Series 63, Series 24, Series 51, SIE, and Series 7. Jeffrey is registered in several states and has a broad range of specializations. Jeffrey is a well-respected and experienced financial advisor. He can help clients with their financial needs and provide them with the guidance they need to reach their financial goals. Jeffrey is an experienced professional with many years of experience in the financial industry.
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
11/29/2017 - Present
LPL Financial LLC (CLAREMONT CA)
CA
03/01/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (CLAREMONT CA)
MA
07/18/1989 - 03/13/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
KS
11/21/1986 - 07/26/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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