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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Adler Skoll is a financial advisor with over 35 years of experience in the industry. Jeffrey is registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in several states. Jeffrey specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Prior to joining Wells Fargo, Jeffrey has held positions at Fidelity Financial Group, Inc. and Paine Webber Incorporated. Jeffrey has a strong track record of success and is committed to providing his clients with personalized financial advice and investment strategies tailored to their specific needs.
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
NV
05/22/2019 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NY
11/18/1991 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NV
06/15/1988 - 10/29/1991
FIDELITY FINANCIAL GROUP, INC. (LAS VEGAS NV)
NA
04/25/1986 - 05/12/1988
PAINEWEBBER INCORPORATED
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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