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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 Newitt is a financial advisor with LPL Enterprise, LLC, working out of the Sherman Oaks, CA office. Jeffrey is a Certified Financial Planner and has been in the financial services industry since 2006. Jeffrey has also been associated with Metropolitan Life Insurance Company and MetLife Securities Inc., working in the Glendale, CA and Los Angeles, CA areas respectively. Jeffrey has a variety of licenses and registrations, including Series 6, 7, 24, 63 and 65. Jeffrey specializes in financial planning, portfolio management for individuals and businesses and consulting 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
11/14/2024 - Present
LPL Enterprise, LLC (SHERMAN OAKS CA)
CA
10/03/2006 - 07/21/2014
METLIFE SECURITIES INC. (LOS ANGELES CA)
CA
10/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENDALE CA)
IA
Issued 05/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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