Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Taylor is a financial advisor with U.S. Bancorp Investments, Inc. with over 20 years of experience in the financial industry. Jeffery is registered with FINRA and the state of California. Jeffery is a licensed securities representative and investment advisor representative. Jeffery specializes in providing financial planning services, portfolio management for businesses and individuals and publication of periodicals. Jeffery has worked at other firms, including Wells Fargo Advisors and Fifth Third Securities.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
04/11/2023 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
MO
03/01/2019 - 03/06/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
CA
11/09/2006 - 03/01/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
OH
03/09/2005 - 11/02/2006
NATCITY INVESTMENTS, INC. (MENTOR OH)
OH
09/14/2001 - 03/15/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2023
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 06/25/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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