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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 Scott Ostheim is a financial advisor with LPL Financial LLC in Spartanburg, SC. Jeffrey has been in the industry since 1996. Jeffrey is a licensed and registered professional with the state of South Carolina and other states. Jeffrey has experience working with clients including high-net-worth individuals, corporations, and institutions.
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
SC
02/14/2018 - Present
LPL Financial LLC (SPARTANBURG SC)
SC
01/02/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (SPARTANBURG SC)
SC
12/06/2004 - 01/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SIMPSONVILLE SC)
GA
03/19/2003 - 12/15/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
05/07/1998 - 12/12/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
CT
06/02/1994 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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