Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Markewich is a financial advisor with LPL Financial LLC. He has been in the financial services industry since 1996 and has held several positions at various firms. His current employment is with LPL Financial LLC and he is a registered representative in Colorado. Jeffrey Markewich is active in both broker-dealer and investment advisor capacities.
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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CO
03/30/2018 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
11/01/2017 - 04/05/2018
CETERA ADVISOR NETWORKS LLC (COLORADO SPRINGS CO)
CO
09/26/2014 - 11/01/2017
GIRARD SECURITIES, INC. (COLORADO SPRINGS CO)
CO
05/01/2012 - 10/14/2014
SPIRE SECURITIES, LLC (COLORADO SPRINGS CO)
CO
05/20/2009 - 05/02/2012
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NV
02/02/2007 - 04/28/2009
NATIONAL PLANNING CORPORATION (LAS VEGAS NV)
CT
02/14/2005 - 02/09/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
09/10/1996 - 02/09/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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