Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Glenn Steely is a financial advisor with over 20 years of experience in the industry. Jeffery is currently registered with Pruco Securities, LLC in Wauwatosa, WI and has been with them since March 2018. Previous to Pruco Securities, Jeffery worked at SII INVESTMENTS, INC., FIRST MIDWEST SECURITIES, INC., and MORGAN STANLEY DW INC. Jeffery specializes in providing financial services to individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
WI
03/09/2018 - Present
Pruco Securities, LLC (WAUWATOSA WI)
WI
11/21/2002 - 12/19/2006
SII INVESTMENTS, INC. (BROOKFIELD WI)
IL
12/11/2001 - 12/13/2002
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NY
12/18/2000 - 12/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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