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 Stark has been in the financial industry since 1974. Jeffrey is currently registered with LPL Financial LLC in LAFAYETTE, CA. Jeffrey has previously been registered with ASSOCIATED SECURITIES CORP., EQUITEC SECURITIES COMPANY, and CG EQUITY SALES 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.
1
2
CA
09/08/2009 - Present
LPL Financial LLC (LAFAYETTE CA)
CA
01/28/1985 - 09/08/2009
ASSOCIATED SECURITIES CORP. (LAFAYETTE CA)
NA
02/25/1976 - 02/04/1985
EQUITEC SECURITIES COMPANY
NA
10/25/1974 - 03/27/1976
CG EQUITY SALES COMPANY
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/04/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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