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
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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 LPL Financial registered representatives associated with this website 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.
Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.
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