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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 Ratner is a financial advisor with LPL Financial LLC, a registered investment advisor, with over 20 years of experience in the financial industry. Jeffrey is registered as a broker-dealer with the state of Connecticut and as an investment advisor in Connecticut and Texas. Jeffrey is committed to helping individuals and families achieve their financial goals and has experience in providing a range of financial services, including financial planning, investment management, and insurance. Jeffrey worked previously with OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Jeffrey has Series 6, 7, 63, and 65 licenses and the Securities Industry Essentials (SIE) designation.
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
CT
06/27/2024 - Present
LPL Financial LLC (FARMINGTON CT)
CT
11/02/2018 - 07/01/2024
OSAIC WEALTH, INC. (ROCKY HILL CT)
CT
04/27/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
CT
07/04/2003 - 04/30/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 11/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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