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 Mattonelli is a financial advisor with over 10 years of experience in the financial industry. Jeffrey is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Jeffrey specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. Previously, Jeffrey was associated with Lincoln Financial Advisors Corporation. Jeffrey is a Certified Financial Planner.
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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NJ
06/18/2024 - Present
LPL Financial LLC (PRINCETON NJ)
NJ
10/01/2018 - 06/04/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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