Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Evers is a financial advisor based in CARMEL, IN. Jeffrey Evers is registered with LPL Financial LLC, and has been in the industry for 120 days. Jeffrey Paul Evers is a licensed agent in Indiana, and holds the Series 63, Series 6TO, and SIE licenses. LPL Financial LLC offers advisory services in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and consulting.
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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IN
05/08/2024 - Present
LPL Financial LLC (CARMEL IN)
BC
Issued 05/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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