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 Plesser is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC. Jeffrey has been associated with LPL Financial LLC since April 2024, and has also held previous roles with Park Avenue Securities LLC, FSC Securities Corporation, Sagepoint Financial, Inc., Cambridge Investment Research, Inc. and Chapin, Davis. Jeffrey has a Series 7, Series 63, and Series 65 licenses and has been a registered representative since 2000. Jeffrey has a wide range of experience in providing financial planning and investment advice to individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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
TX
04/12/2024 - Present
LPL Financial LLC (TYLER TX)
TX
09/01/2020 - 03/01/2024
PARK AVENUE SECURITIES LLC (FLINT TX)
MD
05/05/2017 - 09/03/2020
FSC SECURITIES CORPORATION (ROCKVILLE MD)
MD
09/17/2014 - 05/08/2017
SAGEPOINT FINANCIAL, INC. (ELLICOTT CITY MD)
MD
07/10/2013 - 09/19/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (HUNT VALLEY MD)
MD
06/13/2002 - 07/11/2013
CHAPIN, DAVIS (BALTIMORE MD)
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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