Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McWhorter is a financial advisor at LPL Financial LLC. Jeffrey has been in the industry since December 18, 2003. Jeffrey is registered with the state of Colorado to offer investment advice and securities products. Jeffrey also has a Series 7, Series 6, and Series 63 license and is a registered representative of LPL Financial LLC. Jeffrey has been registered with Cambridge Investment Research Advisors, Inc. and Wells Fargo Clearing Services, LLC in the past.
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
CO
10/21/2024 - Present
LPL Financial LLC (Fort Collins CO)
CO
01/16/2015 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT COLLINS CO)
CO
08/02/2011 - 01/20/2015
U.S. BANCORP INVESTMENTS, INC. (EVERGREEN CO)
CO
07/06/2005 - 08/03/2011
CHASE INVESTMENT SERVICES CORP. (FT COLLINS CO)
IL
12/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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