Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Meiling is a financial advisor with LPL Financial LLC. Jeffrey is a licensed and registered representative with over 24 years of experience in the financial services industry. Jeffrey holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Jeffrey has been with LPL Financial LLC since January 2015. Prior to that, Jeffrey worked at CUNA Brokerage Services, Inc., Allstate Financial Services, LLC, HarrisDirect LLC, Prudential Securities Incorporated, and Fidelity Brokerage Services, Inc. Jeffrey is a Registered Investment Advisor (RIA) and can provide financial advice to individuals, families, and businesses. Jeffrey's areas of expertise include financial planning, portfolio management, and retirement planning. Jeffrey is committed to helping clients 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
UT
01/12/2015 - Present
LPL Financial LLC (WEST JORDAN UT)
NV
01/13/2006 - 01/02/2015
CUNA BROKERAGE SERVICES, INC. (MESQUITE NV)
NE
04/27/2005 - 01/10/2006
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NJ
09/28/2000 - 04/22/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
06/23/1999 - 02/18/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
RI
07/25/1996 - 01/02/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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