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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 Michael Steiner is a financial advisor with LPL Financial LLC in Houston, Texas. Jeffrey has been in the industry since 1993 and has experience working with Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and H&R Block Financial Advisors, Inc.. Jeffrey holds several certifications, including the Series 63 and Series 65 exams, as well as the Series 7, Series 8, and Series 24 exams. Jeffrey is also a Certified Financial Planner.
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
TX
06/23/2017 - Present
LPL Financial LLC (HOUSTON TX)
TX
04/09/2010 - 06/29/2017
WADDELL & REED (HOUSTON TX)
WA
11/03/2003 - 04/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
MI
12/01/1993 - 11/10/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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