Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Wylie is a financial advisor who has been in the industry since 1982. Jeffery is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to offer investment advice in Arkansas, Louisiana, Mississippi, and Texas. Jeffery has a wide range of experience and specializes in retirement planning, investment management, and insurance. Jeffery has a strong commitment to providing personalized service to his clients and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
LA
05/19/2015 - Present
Cambridge Investment Research Advisors, Inc. (Abita Springs LA)
IN
06/01/1994 - 04/20/2005
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
CT
03/23/1983 - 06/10/1994
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
08/23/1983 - 06/06/1994
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
03/22/1982 - 03/19/1987
PROVIDENT MARKETING CORPORATION
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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