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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 Kercher Gantz is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative for LPL Financial LLC, a firm with over $50 billion in assets under management. Jeffrey is licensed in multiple states and holds a variety of professional designations including Certified Financial Planner. Jeffrey has a strong track record of success in helping individuals and families achieve their financial goals. His areas of expertise include retirement planning, investment management, and college savings. Jeffrey also works with small business owners on a variety of financial planning needs, including retirement planning, succession planning, and business valuation. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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
IN
01/11/2023 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
10/10/2008 - 01/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
02/16/2001 - 10/23/2008
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
MI
04/05/1993 - 02/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1996
Series 4 - Registered Options Principal Examination
BC
Issued 06/27/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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