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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 McCorkendale is a financial advisor with LPL Financial LLC. Jeffrey has been in the industry for over 23 years. Jeffrey has a broad range of experience in the financial services industry, and holds Series 7, 63, and 65 licenses. Jeffrey has previously worked at Avantax Investment Services, Inc., 1st Global Capital Corp., Edward Jones, and Stifel, Nicolaus & Company, Incorporated. Jeffrey serves clients in multiple states across the United States and specializes in a wide range of financial services.
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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2
MO
11/09/2022 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
10/25/2019 - 11/08/2022
AVANTAX INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
11/15/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Saint Louis MO)
MO
06/13/2001 - 11/02/2010
EDWARD JONES (ST LOUIS MO)
MO
10/11/1999 - 06/28/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 03/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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