Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Evans has been in the financial services industry since 1972. Jeffrey is a financial advisor with LPL Financial LLC in Erie, Pennsylvania. Jeffrey is registered with FINRA and the states of Arizona, California, Connecticut, Florida, Hawaii, Illinois, Kansas, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Wisconsin. Jeffrey has a Series 7, Series 24, Series 63, and SIE licenses. Jeffrey is also a Certified Financial Planner. Jeffrey has previously worked for CETERA INVESTMENT SERVICES LLC, ECM SECURITIES CORP., SECURITIES SERVICE NETWORK, INC., ROYAL ALLIANCE ASSOCIATES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION.
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
PA
10/04/2017 - Present
LPL Financial LLC (ERIE PA)
PA
07/01/2014 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (ERIE PA)
PA
05/20/2002 - 07/08/2014
ECM SECURITIES CORP. (ERIE PA)
TN
07/08/1997 - 06/13/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
AZ
11/19/1989 - 06/27/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/25/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/13/1980 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/16/1979 - 11/15/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
09/09/1983 - 06/19/1984
JEFFREY W. EVANS AND COMPANY, INC.
NA
11/27/1973 - 05/30/1980
MILLER HOLMES COMPANY, INC.
NA
10/15/1975 - 05/03/1976
TRAVELERS EQUITIES SALES, INC.
NA
03/01/1972 - 12/01/1973
BACHE & CO INCORPORATED
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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