Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Bucci is an investment advisor representative with Wells Fargo Clearing Services, LLC in BOCA RATON, FL. Jeffrey has been in the financial services industry since 1999 and has a broad range of experience. Jeffrey has held previous positions with SunTrust Investment Services, Inc., AXA Advisors, LLC, Morgan Stanley DW Inc., First Union Securities, Inc., First Union Capital Markets Corp., Investors Associates, Inc., and Roan Capital Partners L.P.. Jeffrey is registered in 23 states and has passed the Series 63, 65, 66, 7, and 26 examinations. Jeffrey specializes in retirement planning, college savings, and estate planning. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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
FL
09/18/2009 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
08/15/2005 - 09/24/2009
SUNTRUST INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)
NY
11/19/2004 - 02/25/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/26/2001 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
10/01/1999 - 02/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/23/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
10/02/1996 - 01/23/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
10/02/1996 - 10/14/1996
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
BOTH
Issued 03/31/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1996
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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