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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery A. Price is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffery has been in the financial industry since 1988. Jeffery is registered with FINRA and is licensed to provide investment advice in many states. Jeffery specializes in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. Jeffery also offers investment consulting services to institutional clients. Prior to joining Wells Fargo, Jeffery was with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
1
2
OK
11/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (EDMOND OK)
OK
06/01/2009 - 11/10/2011
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
07/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
NY
08/30/2000 - 07/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2000
Series 7 - General Securities 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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