Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Harrold is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial industry since 1990 and has a wide range of experience in providing investment advice to individual and institutional clients. Jeffrey is registered as a Registered Representative and Investment Advisor Representative in Iowa and Texas. Jeffrey holds a Series 63, Series 65, Series 3, and Series 7 licenses. Jeffrey previously worked at Park Avenue Securities LLC and Morgan Stanley DW Inc.
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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IA
04/25/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
NY
07/08/2002 - 07/19/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/13/1990 - 07/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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