Jeffrey Letendre
Financial Consultant, CFP™, ChFC
Connect with Jeffrey Letendre
Jeffrey Letendre
Financial Consultant, CFP™, ChFC
At Salem Five Investment Services
Jeff has been a Senior Vice President of Salem Five Investment Services since 2001. Thorough and innovative, Jeff has a dedicated client base and works with business owners, professionals, executives, and non-profit organizations throughout New England. Expertise along with personal commitment, dedication, and integrity has earned Jeff the trust and respect of his clients and associates. Jeff currently resides in Reading, MA with his wife Annie and daughters Maura and Shannon.
Before Joining Salem Five Investment Services
Bay Financial Associates, Waltham, MA
Financial Consultant, 1989-2001
Education
Pennsylvania State University, PA – BS in Business, 1989
Bishop Fenwick High School, Peabody MA, 1985
Credentials
Certified Financial Planner™
Chartered Financial Consultant
Licensed Insurance Broker
Industry Licenses for series 6, 7, 63, held through LPL Financial
Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.