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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 Thomas Bagley is a financial advisor with over 30 years of experience in the industry. Jeffrey has been registered with LPL Financial LLC since August 2024. Prior to joining LPL, Jeffrey worked with OSAIC FS, INC. and BCR Financial Services, LLC. Jeffrey is registered to provide investment advice in 25 states including Pennsylvania, Ohio and Texas. Jeffrey offers investment advice to a variety of clients including individuals, corporations, charitable organizations and pension and profit-sharing plans. Jeffrey holds both a Series 7 and a Series 65 license as well as a Certified Financial Planner designation.
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
PA
08/05/2024 - Present
LPL Financial LLC (WEXFORD PA)
PA
07/08/2000 - 08/05/2024
OSAIC FS, INC. (WEXFORD PA)
NH
03/13/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
03/09/1994 - 03/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/1994 - 03/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/03/1994 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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