Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mendola has been in the financial services industry since 1989. Jeffrey is a registered representative of LPL Financial LLC. Jeffrey is also a registered investment advisor representative of LPL Financial LLC in Pennsylvania. Prior to joining LPL Financial LLC, Jeffrey worked at Waddell & Reed, Capital Analysts, Incorporated and Pruco Securities Corporation. Jeffrey holds the Series 6, 7, 24, 63, and 65 licenses. Jeffrey is also a licensed insurance agent. Jeffrey's primary business is providing financial and insurance services to individuals, corporations, and charitable organizations.
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
PA
12/23/2021 - Present
LPL Financial LLC (CHARLEROI PA)
FL
07/21/2021 - 12/22/2021
LPL FINANCIAL LLC (ODESSA FL)
PA
06/23/1998 - 07/21/2021
WADDELL & REED (CHARLEROI PA)
OH
11/07/1997 - 06/17/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
03/28/1989 - 06/11/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/28/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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