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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 Lloyd Gibbens is a financial advisor with Regal Investment Advisors LLC. Jeffrey has been a financial advisor for over 30 years and has experience working with individuals, families, and businesses. Jeffrey is a registered representative with FINRA and a registered investment advisor representative with the state of Pennsylvania. Jeffrey holds the Series 6, Series 63, Series 65, and SIE licenses. Jeffrey provides financial planning, portfolio management, and retirement planning services. Jeffrey is also a chapter president and instructor for the AFEA (American Financial Education Alliance) and a trustee for local 17, American Federation of Musicians.
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.
Third party fees
1
2
PA
04/18/2018 - Present
Regal Investment Advisors LLC (Erie PA)
PA
01/06/2010 - 04/16/2018
THE INVESTMENT CENTER, INC. (MILLCREEK TOWNSHIP PA)
FL
07/23/2004 - 12/31/2009
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IL
10/14/2003 - 07/23/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
08/21/2002 - 10/14/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
07/24/1997 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
KS
11/12/1986 - 07/25/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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