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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 Gall is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jeffrey also runs Jeffrey Gall Wealth Advisors. Jeffrey has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Jeffrey holds the Series 6, 7, 24, 31, 63, and 65 licenses, as well as the SIE. Jeffrey is also a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey is a dedicated professional with a strong commitment to providing his clients with the highest quality financial advice.
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
09/08/2020 - Present
LPL Financial LLC (SAN RAMON CA)
IN
05/15/2002 - 08/12/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/20/1999 - 08/12/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
05/30/1995 - 04/20/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
PA
12/06/1993 - 04/13/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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