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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 William Myers is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC and has previously worked with CADARET, GRANT & CO., INC., AMERIPRISE FINANCIAL SERVICES, INC., EDWARD JONES and BANC OF AMERICA INVESTMENT SERVICES, INC.. Jeffrey has a wide range of experience and expertise in various financial services, including investment advice, financial planning, and pension consulting. Jeffrey is committed to providing his clients with the best possible service and guidance to help them achieve their financial goals.
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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VA
07/30/2019 - Present
LPL Financial LLC (LYNCHBURG VA)
VA
09/19/2014 - 07/30/2019
CADARET, GRANT & CO., INC. (Lynchburg VA)
VA
12/12/2006 - 10/03/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LYNCHBURG VA)
NC
08/01/2005 - 11/14/2006
EDWARD JONES (BURLINGTON NC)
MA
05/21/2003 - 08/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
07/31/1998 - 05/23/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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