Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Adams Wells is a financial professional with over 30 years of experience in the industry. Jeffrey has been registered with the Securities and Exchange Commission since 1983. Jeffrey is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to provide investment advice and services in a number of states. Jeffrey also earns commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
12/16/2010 - Present
Northwestern Mutual Investment Services, LLC (CLAREMONT CA)
WI
03/03/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
11/23/1983 - 01/30/1986
PRUCO SECURITIES CORPORATION
BC
Issued 12/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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