Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gaeth is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner™ professional and has a Series 7, Series 24, and Series 63 license. Currently, Jeffrey is affiliated with LPL Financial LLC and previously worked with Securities America, Inc. Jeffrey's areas of specialization include retirement planning, college savings, insurance, and estate planning.
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
MO
06/18/2018 - Present
LPL Financial LLC (KANSAS CITY MO)
MO
06/28/2007 - 06/18/2018
SECURITIES AMERICA, INC. (KANSAS CITY MO)
MO
11/22/2002 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (LEE'S SUMMIT MO)
TX
01/02/1997 - 05/08/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
05/12/1995 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
MO
02/17/1994 - 04/07/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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