Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Williamson Weber is a financial advisor at LPL Financial LLC and LPL Enterprise, LLC. Jeffrey has been in the financial services industry since 1996, having previously worked at TD WATERHOUSE INVESTOR SERVICES, INC., JACK WHITE & COMPANY, INC., and MONY SECURITIES CORP. Jeffrey has Series 3, 4, 6, 7, 9, 10, 24, and 63 securities licenses. Jeffrey’s expertise includes providing consulting and other non-discretionary advisory services, financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
07/31/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
NE
06/01/1998 - 08/24/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
05/01/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
NY
04/26/1996 - 03/07/1997
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/23/1998
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/1999
Series 3 - National Commodity Futures Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Weber is the right advisor for you? Invested Better is here to help.
