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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 Krug is a financial advisor who has been working in the industry since 1997. Jeffrey is currently registered with LPL Enterprise, LLC and has previously worked for a number of other firms, including Newbridge Securities Corporation, Cambridge Investment Research, Inc., and MML Investors Services, LLC. Jeffrey holds Series 7, 9, 10, 31, 63 and 65 licenses, and is registered in Florida, Georgia, Indiana, Missouri, and New York. Jeffrey is a financial advisor who offers a wide range of services, including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/18/2024 - Present
LPL Enterprise, LLC (ORLANDO FL)
FL
12/21/2020 - 02/05/2024
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
11/16/2018 - 12/18/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Umatilla FL)
FL
03/25/2017 - 11/19/2018
MML INVESTORS SERVICES, LLC (ORLANDO FL)
FL
12/03/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
01/10/2014 - 12/01/2015
NBC SECURITIES, INC. (NEW SMYRNA BEACH FL)
FL
12/13/2011 - 01/10/2014
FIFTH THIRD SECURITIES, INC. (DAYTONA BEACH FL)
FL
04/09/2010 - 12/09/2011
SUNTRUST INVESTMENT SERVICES, INC. (ALTAMONTE SPRINGS FL)
FL
11/02/2009 - 04/09/2010
MORGAN KEEGAN & COMPANY, INC. (OCALA FL)
FL
01/05/2007 - 10/29/2009
COLONIAL BROKERAGE, INC. (EUSTIS FL)
FL
06/01/2005 - 01/04/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MT. DORA FL)
CA
01/16/2004 - 06/08/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
11/21/2002 - 12/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/30/1997 - 11/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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