Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Richard Blok is an experienced financial professional with over 27 years in the industry. Jeffrey is currently registered with LPL Financial LLC, where he has been since June 2016. Previously, Jeffrey has also worked at Tradeweb Direct LLC, Munigroup.com, LLC, and Linsco/Private Ledger Corp. Jeffrey holds Series 7, 24, 57, and 63 licenses and has passed the SIE exam. Jeffrey is a registered representative in California.
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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2
CA
06/28/2016 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/21/2015 - 04/04/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
10/03/2000 - 02/03/2015
TRADEWEB DIRECT LLC (CARLSBAD CA)
NY
10/04/2000 - 05/08/2001
MUNIGROUP.COM, LLC (NEW YORK NY)
SC
05/10/1999 - 10/05/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/24/1995 - 05/11/1999
FIXED INCOME SECURITIES, INC. (SAN DIEGO CA)
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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