Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Church is a financial advisor with over 16 years of experience in the financial services industry. Church is a Certified Financial Planner™ and has held licenses with LPL Financial LLC since February 2018. Prior to that, Church was a registered representative with INVEST FINANCIAL CORPORATION, MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC., and MERCER ALLIED COMPANY, L.P. Church has a strong background in financial planning, investment management, and retirement planning. Church specializes in working with individuals, families, and businesses. Church is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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
NY
02/07/2024 - Present
LPL Financial LLC (LATHAM NY)
NY
06/26/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (latham NY)
NY
08/03/2012 - 07/06/2015
MML INVESTORS SERVICES, LLC (CLIFTON PARK NY)
NY
06/29/2011 - 08/06/2012
METLIFE SECURITIES INC. (LATHAM NY)
NY
01/10/2011 - 06/30/2011
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
07/02/2007 - 08/12/2010
METLIFE SECURITIES INC. (LATHAM NY)
IA
Issued 08/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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