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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 Patrick Vincent is a financial advisor in Riverton, Wyoming. Jeffrey is a registered representative with LPL Financial LLC and has been in the industry since 1989. Jeffrey works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and other investment advisors. Jeffrey Vincent holds a Series 63 license from the Wyoming Securities Division, as well as Series 31, Series 7 and SIE licenses through FINRA.
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.
1
2
WY
08/01/2017 - Present
LPL Financial LLC (RIVERTON WY)
AZ
09/13/1991 - 09/23/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/25/1991 - 09/23/1991
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
OR
11/02/1988 - 03/06/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
10/08/1988 - 11/21/1988
POWER SECURITIES CORPORATION
NA
09/20/1988 - 10/20/1988
THE STUART-JAMES COMPANY, INCORPORATED
BC
Issued 10/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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