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 Eiler has been in the financial industry since January 20, 1982 and is currently registered with Wells Fargo Clearing Services, LLC. Eiler is licensed to provide investment advice and securities services in multiple states. His experience spans various financial institutions including Janney Montgomery Scott LLC, Prudential Securities Incorporated, Paine Webber Incorporated, and NationsBanc Securities, Inc.
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
07/12/2007 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
PA
07/06/2001 - 03/07/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
06/27/1997 - 07/12/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/01/1993 - 07/03/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
10/30/1989 - 03/11/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
11/10/1987 - 11/01/1989
COMMVEST SECURITIES,INC.
NA
03/28/1983 - 12/18/1987
THOMSON MCKINNON SECURITIES INC.
NA
04/28/1982 - 03/08/1984
FIRST JERSEY SECURITIES, INC.
NA
03/31/1982 - 03/09/1983
INVESTACORP, INC.
NA
01/19/1982 - 03/28/1982
USEDEN SECURITIES CORPORATION
IA
Issued 07/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/21/1981
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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