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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Pittsley is a financial advisor who has been in the industry since 1996. Jeff is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2011. Jeff is also registered with the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, New Jersey, Tennessee, Texas, and Wisconsin. Jeff holds the Series 7, Series 24, Series 31 and SIE licenses. Jeff's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
IN
01/22/2015 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
01/01/2008 - 08/05/2011
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
08/08/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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