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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 Mastronardo is a financial advisor with over 17 years of experience in the industry. Jeffrey is a Certified Financial Planner and Chartered Financial Consultant. Jeffrey is currently registered as an Investment Advisor Representative with Financial Coach in WEST CHESTER, PA. Prior to joining Financial Coach, Jeffrey was a registered representative with LPL FINANCIAL LLC in WEST CHESTER, PA and a registered representative with EQUITY SERVICES, INC in MEDIA, PA. Jeffrey holds the Series 6, 7, 63, 66 and SIE licenses. Jeffrey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
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2
PA
05/05/2014 - Present
Financial Coach (WEST CHESTER PA)
PA
11/01/2007 - 01/28/2017
LPL FINANCIAL LLC (WEST CHESTER PA)
PA
12/22/1999 - 11/05/2007
EQUITY SERVICES, INC. (MEDIA PA)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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