Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pelesh is a financial advisor with Principal Securities, Inc. Jeffrey has been in the financial services industry since 1996. Jeffrey holds a Series 7, Series 63, and SIE license. Jeffrey has over 25 years of experience in the financial services industry. Jeffrey has a Personal Financial Specialist designation. Jeffrey is registered in Georgia, Illinois, Maryland, and Pennsylvania. Jeffrey has been registered with Principal Securities, Inc. since 2017. Prior to that, Jeffrey was registered with LPL FINANCIAL LLC and Princor Financial Services Corporation. Jeffrey is a Certified Public Accountant. Jeffrey's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Jeffrey's focus is on financial planning, retirement planning, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
05/16/2017 - Present
Principal Securities, Inc. (Springfield PA)
PA
02/28/2012 - 12/18/2014
LPL FINANCIAL LLC (HAVERTOWN PA)
PA
03/04/2003 - 12/31/2011
PRINCOR FINANCIAL SERVICES CORPORATION (SPRINGFIELD PA)
DE
07/30/1999 - 01/17/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
TX
07/30/1996 - 07/19/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
GA
01/26/1996 - 08/05/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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