Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thompson is a financial advisor with over 14 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Jeffrey has previously held positions with WELLS FARGO CLEARING SERVICES, LLC, QUESTAR CAPITAL CORPORATION, SIGMA FINANCIAL CORPORATION, and STATE FARM VP MANAGEMENT CORP. Jeffrey's areas of specialization include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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
FL
10/03/2018 - Present
LPL Financial LLC (LAKE WALES FL)
FL
11/06/2013 - 06/01/2017
WELLS FARGO CLEARING SERVICES, LLC (LAKELAND FL)
FL
02/15/2012 - 10/30/2013
QUESTAR CAPITAL CORPORATION (LAKE WALES FL)
FL
02/04/2011 - 02/13/2012
SIGMA FINANCIAL CORPORATION (LAKE WALES FL)
IL
12/04/2002 - 07/23/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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