Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Linden Parker is a financial advisor who has been in the industry since 2010. Jeffrey is currently a Vice President, Private Client Services at Sequoia Financial Group, LLC, and holds registrations in California, Florida, and Texas. Jeffrey is a Series 7 and Series 66 license holder, as well as a Securities Industry Essentials (SIE) license holder. Jeffrey is a specialist in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Jeffrey has previously been affiliated with Hammerman & Strickland Securities, LLC and Valmark Securities, Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
07/15/2019 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
10/03/2012 - 12/16/2015
VALMARK SECURITIES, INC. (TAMPA FL)
FL
05/11/2010 - 09/28/2012
HAMMERMAN & STRICKLAND SECURITIES, LLC (LUTZ FL)
BOTH
Issued 03/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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