Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Warren is a financial advisor with Wells Fargo Clearing Services, LLC, located in Lakewood, Colorado. Jeff has been a financial advisor since 2002 and has extensive experience in the industry. Jeff is registered with the state of Colorado and has Series 6, 7, and 66 licenses. Jeff is a Certified Financial Planner and is also a trustee of several trusts. Jeff specializes in working with individuals, families, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
CO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CO)
CO
08/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKEWOOD CO)
MA
04/17/2002 - 05/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/17/2002 - 05/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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