Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Karp is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has been registered with LPL Financial LLC since 2005 and has held previous registrations with MONY Securities Corporation and Trusted Securities Advisors Corp. He is a licensed and registered representative and investment advisor representative in the state of North Carolina and holds licenses in several other states. Jeffrey offers financial planning, portfolio management for individuals and businesses, and other consulting services to clients. He is based out of the Mooresville, North Carolina office of LPL Financial LLC.
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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NC
03/23/2005 - Present
LPL Financial LLC (MOORESVILLE NC)
NY
12/02/2003 - 04/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/17/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
03/23/1994 - 12/13/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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