Jeffery Cleckner
I am a Financial Advisor with Optim Wealth Strategies & LPL Financial in New Palestine, IN. During... | New Palestine, Indiana, United States
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Jeffery Cleckner’s Emails je****@lp****.com
Jeffery Cleckner’s Phone Numbers No phone number available.
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Jeffery Cleckner’s Location New Palestine, Indiana, United States
Jeffery Cleckner’s Expertise I am a Financial Advisor with Optim Wealth Strategies & LPL Financial in New Palestine, IN. During my 28 year career, I have had the privilege to work with hundreds of families in the pursuit of their financial goals and dreams. Through the comprehensive financial strategy process, we focus on answering these five critical questions: Where am I today? Where would I like to be? Can I get there? How do I get there? How can I stay on track? I want to understand what is important to you relative to your financial life. We use an established process to help you build personalized strategies to achieve those goals and then partner with you throughout your life to keep you on track. Interested in learning more about the financial planning process? Let’s talk. Message me through LinkedIn or call 317-340-0820. I welcome the opportunity to be a partner with you. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jeffery Cleckner’s Current Industry Lpl Financial
Jeffery
Cleckner’s Prior Industry
Sunamerica Retirement Markets
|
Prudential Financial
|
Lincoln Financial Distributors
|
Waddell And Reed
|
Northwestern Mutual
|
Edward Jones
|
Lpl Financial
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Work Experience
Lpl Financial
Financial Advisor
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Edward Jones
Financial Advisor
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Northwestern Mutual
Field Director
Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Waddell And Reed
District Manager
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Lincoln Financial Distributors
Regional Sales Manager
Sat Dec 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Prudential Financial
VP, Regional Sales Manager
Fri Jul 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Sunamerica Retirement Markets
Divisional Sales Manager
Sun Sep 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jeffery Cleckner Email Addresses
FAQ About Jeffery Cleckner
-
Jeffery Cleckner is located at
New Palestine, Indiana, United States -
Jeffery Cleckner is a
I am a Financial Advisor with Optim Wealth Strategies & LPL Financial in New Palestine, IN. During my 28 year career, I have had the privilege to work with hundreds of families in the pursuit of their financial goals and dreams. Through the comprehensive financial strategy process, we focus on answering these five critical questions: Where am I today? Where would I like to be? Can I get there? How do I get there? How can I stay on track? I want to understand what is important to you relative to your financial life. We use an established process to help you build personalized strategies to achieve those goals and then partner with you throughout your life to keep you on track. Interested in learning more about the financial planning process? Let’s talk. Message me through LinkedIn or call 317-340-0820. I welcome the opportunity to be a partner with you. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Lpl Financial -
Jeffery Cleckner currently works in the
Lpl Financial -
Jeffery Cleckner specializes in
I am a Financial Advisor with Optim Wealth Strategies & LPL Financial in New Palestine, IN. During my 28 year career, I have had the privilege to work with hundreds of families in the pursuit of their financial goals and dreams. Through the comprehensive financial strategy process, we focus on answering these five critical questions: Where am I today? Where would I like to be? Can I get there? How do I get there? How can I stay on track? I want to understand what is important to you relative to your financial life. We use an established process to help you build personalized strategies to achieve those goals and then partner with you throughout your life to keep you on track. Interested in learning more about the financial planning process? Let’s talk. Message me through LinkedIn or call 317-340-0820. I welcome the opportunity to be a partner with you. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Jeffery Cleckner speaks the following languages:
No languages available. -
Jeffery Cleckner has prior experience in the following industries:
Edward Jones , Northwestern Mutual , Waddell And Reed , Lincoln Financial Distributors , Prudential Financial , Sunamerica Retirement Markets -
Jeffery Cleckner has the following professional experience:
Lpl Financial , Edward Jones , Northwestern Mutual , Waddell And Reed , Lincoln Financial Distributors , Prudential Financial , Sunamerica Retirement Markets . -
You can view Jeffery Cleckner’s
LinkedIn profile at LinkedIn URL. -
Jeffery Cleckner’s work email addresses are
[email protected] . -
Jeffery Cleckner works at
Lpl Financial
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