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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 Obermeyer Parker is a financial advisor with LPL Financial LLC in MIDLAND, MI. Jeffrey has been in the industry since 2006 and is registered with both FINRA and the state of Michigan. Jeffrey holds the Series 7, Series 63, and Series 65 licenses. Jeffrey has experience working with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey also provides financial planning services.
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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MI
02/06/2018 - Present
LPL Financial LLC (MIDLAND MI)
MI
01/09/2013 - 02/20/2014
J.P. MORGAN SECURITIES LLC (SAGINAW MI)
MI
08/18/2006 - 12/05/2012
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
IA
Issued 05/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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