Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Coolidge Campbell is a financial advisor with over 20 years of experience in the industry. Jeffry Coolidge Campbell is currently registered with MML Investors Services, LLC. Prior to joining MML Investors Services, LLC, Jeffry Coolidge Campbell was employed by LPL Financial LLC, and Planco Financial Services, LLC. Jeffry Coolidge Campbell is also a licensed investment advisor representative and holds both Series 6 and Series 63 licenses. Jeffry Coolidge Campbell specializes in providing financial planning, asset allocation programs, and portfolio management services for individuals, businesses, and pension plans. Jeffry Coolidge Campbell also holds a Series 65 license and provides financial planning, asset allocation programs, and portfolio management services to trusts and foundations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
08/23/2022 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
04/03/2017 - 03/24/2020
LPL FINANCIAL LLC (NARBERTH PA)
CA
05/18/2009 - 09/02/2015
LPL FINANCIAL LLC (NAPA CA)
CT
10/24/2000 - 03/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
IA
Issued 08/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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