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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 Osterman is a financial advisor with LPL Financial LLC, a leading independent broker-dealer. Jeffrey has been working in the financial services industry since 1990, and he has a diverse background that includes experience in both retail and institutional investing. Jeffrey is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Jeffrey has a wide range of experience and expertise, and he can help you with a variety of financial planning needs, including retirement planning, college savings, investment management, and insurance.
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
IL
04/25/2018 - Present
LPL Financial LLC (DARIEN IL)
IL
05/25/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GLEN ELLYN IL)
IL
10/04/2002 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
01/09/2001 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
IL
06/01/1999 - 11/24/2000
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
NA
09/11/1997 - 04/15/1999
PRIMEVEST FINANCIAL SERVICES, INC.
MN
05/31/1994 - 04/15/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
03/19/1992 - 05/11/1994
GRIFFIN FINANCIAL SERVICES
NY
03/20/1990 - 03/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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