Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lavin is a financial professional with over 30 years of experience in the financial services industry. Jeffrey currently works with LPL Financial LLC in Gardena, CA. Jeffrey also has experience working with Ameriprise Financial Services, Inc., National Planning Corporation, LPL Financial Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
1
2
CA
08/15/2019 - Present
LPL Financial LLC (GARDENA CA)
CA
11/10/2016 - 08/20/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Gardena CA)
CA
04/20/2009 - 11/18/2016
NATIONAL PLANNING CORPORATION (GARDENA CA)
CA
05/02/1997 - 04/28/2009
LPL FINANCIAL CORPORATION (CAMBRIA CA)
MN
08/07/1989 - 05/19/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/1989 - 05/19/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Lavin is the right advisor for you? Invested Better is here to help.
