Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lasky is a financial advisor with over 37 years of experience in the industry. Jeffrey has been associated with Latitude Advisors, LLC, since 2009. Previously, Jeffrey has held positions at Medallon Investment Services, Inc., Genworth Financial Securities Corporation, Hochman & Baker Securities, Inc., LCM Financial Services, Inc., and VMS Securities, Inc. Jeffrey is licensed to provide investment advice in 26 states and holds licenses to operate as a registered representative and investment adviser representative. Jeffrey is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Third party referral fees
1
2
FL
11/02/2009 - Present
Latitude Advisors, LLC (VERO BEACH FL)
IL
10/03/2005 - 11/11/2009
MEDALLION INVESTMENT SERVICES, INC. (NORTHBROOK IL)
IL
03/12/2004 - 10/10/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
CT
02/21/1991 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
CA
05/30/1990 - 01/04/1991
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
NA
02/21/1985 - 11/28/1989
VMS SECURITIES, INC.
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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