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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 Bedford is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Jeffery Bedford has been in the securities industry since 1994 and is registered with the state of Tennessee. Jeffery Bedford has been associated with Wells Fargo Advisors Financial Network, LLC since 2014. Prior to that, Jeffery Bedford was associated with UBS Financial Services Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Jeffery Bedford is a Certified Financial Planner. Jeffery Bedford also has 25% ownership in two businesses: Center Street Investment Company LLC and Center Street Wealth Management Group LLC. Jeffery Bedford specializes in investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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
TN
01/29/2018 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSPORT TN)
TN
05/23/2003 - 07/10/2014
UBS FINANCIAL SERVICES INC. (KINGPORT TN)
KY
04/08/1994 - 05/28/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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