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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Lawrence Pittman is a financial advisor in Montecito, CA. Jeffry has been in the industry since 1990 and has experience with a variety of firms. Jeffry is currently registered with LPL Financial LLC and provides financial planning, portfolio management, and consulting services.
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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2
CA
07/11/2012 - Present
LPL Financial LLC (MONTECITO CA)
CA
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
06/08/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
11/19/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
05/06/1996 - 12/11/1996
FIRST INTERSTATE INVESTMENTS,INC.
OR
09/28/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
08/01/1991 - 07/17/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/22/1990 - 08/05/1991
GAF FINANCIAL AND INSURANCE SERVICES
NA
10/18/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
MN
09/19/1989 - 10/09/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1989 - 10/09/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2000
Series 12 - NYSE Branch Manager Examination
BC
Issued 09/14/1993
Series 4 - Registered Options Principal Examination
BC
Issued 07/30/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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