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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 Rowland is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Jeffrey Rowland is registered with FINRA as a Registered Representative and with the State of Georgia as an Investment Advisor Representative. Jeffrey Rowland has been in the financial services industry since July 5, 2013. Jeffrey Rowland is experienced in providing financial planning, portfolio management for individuals and businesses, pension consulting, and other investment services. Jeffrey Rowland has a record of providing financial advice to various clients, including high-net-worth individuals, corporations, and non-profit organizations. Jeffrey Rowland is registered with the following state securities authorities: Arkansas, Florida, Georgia, South Carolina, Tennessee, Texas, and Virginia. Jeffrey Rowland's previous experience includes working at CUNA Brokerage Services, Inc. and BB&T Investment Services, Inc.
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
GA
05/18/2022 - Present
LPL Financial LLC (MACON GA)
GA
11/18/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MACON GA)
GA
04/15/2014 - 10/02/2015
BB&T INVESTMENT SERVICES, INC. (MACON GA)
GA
08/14/2013 - 04/16/2014
MORGAN STANLEY (MACON GA)
GA
01/28/2013 - 04/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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