Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stephen Pisanos is a financial advisor who has been in the industry since September 26, 1983. Jeffrey is currently registered with LPL Financial LLC and has been with the firm since January 1, 1999. Prior to that, Jeffrey worked at A. G. Edwards & Sons, Inc. in St. Louis, Missouri. Jeffrey is licensed in multiple states including Arizona, California, Colorado, Hawaii, Missouri and New Mexico. Jeffrey holds the Series 7 and Series 63 licenses as well as the SIE. Jeffrey Stephen Pisanos is committed to providing comprehensive financial planning and investment management services to a wide range of clients.
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
CO
01/01/1999 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
MO
09/27/1983 - 05/09/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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