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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 Krall is a financial advisor with over 26 years of experience in the industry. He is currently registered with Osaic Institutions, Inc. in Palmyra, PA. Jeffrey has a wide range of experience, having worked with several firms, including CETERA INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, CALTON & ASSOCIATES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and PRIMEVEST FINANCIAL SERVICES, INC. Jeffrey has passed numerous exams, including the Series 6, 7, 24, 63, and 65. He is also licensed in multiple states. Jeffrey is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/03/2022 - Present
Osaic Institutions, Inc. (Palmyra PA)
PA
12/15/2017 - 09/30/2022
CETERA INVESTMENT SERVICES LLC (PALMYRA PA)
PA
05/31/2016 - 12/15/2017
LPL FINANCIAL LLC (PALMYRA PA)
PA
05/21/2015 - 05/31/2016
CALTON & ASSOCIATES, INC. (Palmyra PA)
PA
06/04/2008 - 05/22/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (PALMYRA PA)
PA
02/09/2005 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (PALMYRA PA)
MI
07/28/2004 - 02/07/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MD
05/01/2003 - 07/29/2004
M&T SECURITIES, INC. (BALTIMORE MD)
MD
11/26/1996 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NJ
12/15/1995 - 10/22/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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