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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 Rasmussen is a financial advisor with over 5 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC and has been with the firm since January 2020. Before joining LPL Financial, Jeffrey worked at Brighthouse Securities, LLC and MetLife Investors Distribution Company. Jeffrey holds Series 6, 7, and 63 licenses and the SIE exam. Jeffrey is a financial advisor who can provide clients with financial planning, portfolio management, and other investment advice. Jeffrey serves individuals, corporations, charitable organizations, and pension and profit-sharing 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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2
SC
01/22/2020 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/06/2017 - 01/07/2020
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
03/05/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BC
Issued 03/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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