Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Loperfido is a financial advisor with Allstate Financial Advisors, LLC. Jeffrey has been in the financial services industry since March 28, 2002. Jeffrey is registered with FINRA and the state of Florida as a securities broker and an investment advisor representative. Jeffrey has his Series 6, 7, 26, 63 and 65 licenses and his SIE designation. Jeffrey has worked with a number of firms in his career, including J.P. Morgan Securities LLC, BB&T Investment Services, Inc., CUSO Financial Services, L.P., Nationwide Investment Services Corporation, Guardian Investor Services LLC, AIG SunAmerica Capital Services, Inc., and AXA Distributors, LLC.
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.
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Third party advisory fees
1
2
FL
06/10/2021 - Present
Allstate Financial Advisors, LLC (Tamarac FL)
FL
10/21/2020 - 05/03/2021
PRUCO SECURITIES, LLC. (West Palm Beach FL)
FL
05/25/2016 - 04/09/2020
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
VA
08/20/2010 - 04/18/2016
BB&T INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
DC
12/10/2009 - 08/23/2010
CUSO FINANCIAL SERVICES, L.P. (WASHINGTON DC)
OH
03/24/2008 - 01/13/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
10/19/2007 - 03/10/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NJ
02/17/2004 - 10/15/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
02/03/2000 - 05/30/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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