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Jeffrey M
Series 63, Series 65, Series 66
Charleroi, PA
LPL Financial
Jeffrey Mendola is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers over a 23-year period, as well as operating his own advisory business. He has also served with the Mon Valley Regional Chamber of Commerce and is active as a licensed insurance agent with Modern Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by various research and operational tools.
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