Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sivula is a financial advisor with LPL Financial LLC. Jeffrey has over 15 years of experience in the financial industry. Jeffrey is registered to offer securities in North Carolina and South Carolina. Jeffrey has a Series 6 license, a Series 63 license and the SIE exam. Jeffrey previously worked with P.J. ROBB VARIABLE CORPORATION, FIFTH THIRD SECURITIES, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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
07/29/2021 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/24/2013 - 07/30/2021
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
NC
09/28/2012 - 10/18/2012
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
09/13/2006 - 10/15/2010
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
09/13/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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