Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Bettermann is a financial advisor with Advisor Share Wealth Management in Las Vegas, Nevada. Jeffery has over 20 years of experience in the financial services industry. Jeffery is also an independent insurance agent, holding a Series 6, 7, 24, 63, and 65 licenses.
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.
Comprehensive asset management platform provider
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.
A percentage of the total value of assets under management is charged.
Investment platform fees
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NV
03/24/2023 - Present
Advisor Share Wealth Management (Las Vegas NV)
NV
08/03/2020 - 03/11/2021
W&S BROKERAGE SERVICES, INC. (Las Vegas NV)
NV
03/12/2018 - 03/07/2019
CUSO FINANCIAL SERVICES, L.P. (Las Vegsa NV)
FL
02/15/2012 - 02/28/2018
CUNA BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
02/08/2011 - 11/21/2011
J.W. COLE FINANCIAL, INC. (TAMPA FL)
IL
04/03/2006 - 10/07/2010
INVEST FINANCIAL CORPORATION (WEST DUNDEE IL)
IL
08/11/2005 - 03/22/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
04/02/2002 - 04/29/2005
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
IA
Issued 06/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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