Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leppert is a financial advisor at Market Street Wealth Management in WEST CHESTER, PA. Jeffrey has been in the financial services industry for over 24 years and has experience providing a wide range of financial services, including financial planning, investment management, and insurance sales. Jeffrey is registered with the state of Pennsylvania as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Payment for client referrals
1
2
PA
01/04/2011 - Present
Market Street Wealth Management (WEST CHESTER PA)
PA
11/10/2003 - 11/29/2006
PRINCOR FINANCIAL SERVICES CORPORATION (WEST CHESTER PA)
IA
08/25/1997 - 10/29/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
PA
02/18/1997 - 08/30/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Leppert is the right advisor for you? Invested Better is here to help.
