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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 Lunn Calkins is a financial advisor with LPL Financial LLC in SAN DIEGO, CA. Jeffrey Calkins has been in the financial services industry since March 13, 2011 and is registered to provide securities and investment advisory services in 52 states, the District of Columbia, Puerto Rico and the Virgin Islands. Jeffrey Calkins was previously registered with Royal Alliance Associates, Inc., Cetera Investment Services LLC and Morgan Stanley. Jeffrey Calkins holds Series 7, 9, 10, 24, 65 and 66 licenses.
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
CA
04/23/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
HI
07/09/2020 - 04/01/2021
ROYAL ALLIANCE ASSOCIATES, INC. (WAILUKU HI)
HI
05/10/2018 - 03/16/2020
CETERA INVESTMENT SERVICES LLC (KIHEI HI)
NY
09/08/2015 - 05/30/2017
MORGAN STANLEY (PURCHASE NY)
NY
07/21/2009 - 05/08/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/28/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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