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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 Stewart Wagner is a financial advisor with LPL Financial LLC in Chesapeake, VA. Jeffrey has been in the financial industry since 1988 and is currently licensed in 28 states. He is a registered representative and investment advisor representative with LPL Financial LLC. Jeffrey specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. He has a wide range of experience working with individuals, families, businesses, and retirement plans.
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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VA
12/01/1997 - Present
LPL Financial LLC (CHESAPEAKE VA)
NY
03/15/1996 - 06/20/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
NJ
10/11/1988 - 03/15/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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