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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 Lallemand is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Foreside Fund Services, LLC, in Portland, Maine. Prior to that, Jeffrey Lallemand was associated with Foreside Distribution Services, L.P. in Portland, Maine. Jeffrey Lallemand holds the Series 6, 7, 24 and 63 securities licenses and is registered in Maine.
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.
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.
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2
ME
01/02/2009 - Present
Foreside Fund Services, LLC (Portland ME)
ME
08/03/2011 - 12/04/2018
FORESIDE DISTRIBUTION SERVICES, L.P. (PORTLAND ME)
NY
05/23/2007 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
ME
04/06/2000 - 05/24/2007
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
03/21/1997 - 04/06/2000
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MA
08/07/1996 - 07/22/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 11/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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