Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gardiner has been a financial advisor for over 30 years, working in the industry since March 4, 1993. Jeffrey is currently registered as an Investment Advisor Representative with LPL Financial LLC, where Jeffrey has worked since August 2021. Previously, Jeffrey has held positions with BCG Securities, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Janney Montgomery Scott LLC, UBS PaineWebber Inc., First Colonial Securities Group, Inc., Securities America, Inc., and Thomas James Associates, Inc.. Jeffrey is also registered with the states of Delaware, Florida, New Jersey and Pennsylvania. Jeffrey holds Series 63, 65, 7 and SIE 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
NJ
08/19/2021 - Present
LPL Financial LLC (CHERRY HILL NJ)
NJ
07/20/2012 - 07/21/2021
BCG SECURITIES, INC. (CHERRY HILL NJ)
NJ
10/05/2009 - 07/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
NJ
01/12/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MOUNT LAUREL NJ)
PA
06/29/2001 - 02/10/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
09/14/1998 - 07/10/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
06/09/1997 - 09/16/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NE
01/23/1995 - 06/10/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
03/06/1994 - 01/28/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
PA
09/30/1992 - 10/27/1993
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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