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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 Allen Wiese is a financial advisor in Chattanooga, TN, and has been in the industry for over 10 years. Jeffery Allen Wiese is a Registered Representative of UBS Financial Services Inc. Jeffery Allen Wiese has passed the Series 7, Series 66, and SIE exams. Jeffery Allen Wiese holds a Certified Financial Planner designation. Jeffery Allen Wiese is registered to offer investment advisory services in Tennessee, Texas, Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, Washington, and Wyoming. Jeffery Allen Wiese has been a financial advisor with FTB ADVISORS, INC., UBS Financial Services Inc.. Jeffery Allen Wiese provides investment advisory services, such as portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffery Allen Wiese also provides educational seminars. Jeffery Allen Wiese is also a member of the Board of Directors for Good Shepherd School and the Finance Committee Member for Ronald McDonald House Charities of Greater Chattanooga, Inc. Jeffery Allen Wiese is also the President of the Exit Planning Institute - Chattanooga Chapter.
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.
See schedule d - miscellaneous
1
2
TN
11/06/2017 - Present
UBS Financial Services Inc. (CHATTANOOGA TN)
TN
05/29/2014 - 10/02/2015
FTB ADVISORS, INC. (CHATTANOOGA TN)
BOTH
Issued 08/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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