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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 Solodkin is an investment advisor representative who has been in the financial services industry since 1983. Jeffrey is currently registered with LPL Financial LLC and is licensed to conduct business in 16 states. Jeffrey has held several positions with various firms throughout their career, including Kestra Investment Services, LLC, AXA Advisors, LLC, MONY Securities Corporation, and New England Securities. Jeffrey is a Chartered Financial Consultant and holds Series 6, 22, and SIE licenses. Jeffrey currently works in the Hollywood and Boca Raton, Florida offices of LPL Financial LLC.
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
FL
12/07/2020 - Present
LPL Financial LLC (HOLLYWOOD FL)
FL
12/22/1997 - 12/19/2020
KESTRA INVESTMENT SERVICES, LLC (HOLLYWOOD FL)
FL
06/01/2005 - 04/26/2006
AXA ADVISORS, LLC (BOCA RATON FL)
NY
01/19/1989 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/19/1990 - 01/05/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/04/1990 - 12/02/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/11/1987 - 01/24/1989
EVENSKY, BROWN INVESTMENTS, INC.
NA
10/08/1986 - 02/12/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
09/22/1983 - 10/29/1986
MONY SECURITIES CORP.
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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