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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 Mark Singer is a financial advisor registered with LPL Financial LLC. Jeffrey Mark Singer has been in the financial industry since 1996. Jeffrey Mark Singer is registered with the state of Massachusetts as a Registered Representative and as an Investment Advisor Representative. Jeffrey Mark Singer also has been registered with other firms, such as CUNA Brokerage Services, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, NYLIFE SECURITIES LLC, NATIXIS DISTRIBUTORS, L.P., SUN LIFE FINANCIAL DISTRIBUTORS, INC., VERAVEST INVESTMENTS, INC., AAG SECURITIES, INC., AETNA INVESTMENT SERVICES, INC., GARCO EQUITY SALES, INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY.
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
MA
05/18/2022 - Present
LPL Financial LLC (SHREWSBURY MA)
MA
10/30/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Shrewsbury MA)
MA
08/18/2014 - 10/21/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
MA
11/12/2013 - 01/02/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
NC
12/12/2007 - 08/07/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
11/07/2005 - 11/16/2007
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
04/01/2004 - 10/28/2005
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
07/13/1999 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
OH
10/20/1994 - 08/28/1997
AAG SECURITIES, INC. (CINCINNATI OH)
CT
10/15/1993 - 12/23/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IN
09/07/1993 - 10/18/1994
GARCO EQUITY SALES, INC. (CARMEL IN)
CT
12/07/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 10/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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