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 Kidd is a financial advisor who has been in the industry since 2008. Currently, Jeffrey is a registered representative with Wells Fargo Clearing Services, LLC, and has an active license in California and Texas. Jeffrey has previously been affiliated with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP, and WELLS FARGO ADVISORS, LLC. Jeffrey holds a Series 7, Series 63 and Series 65 licenses and also holds the designation Certified Financial Planner. Jeffrey's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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
CA
11/29/2022 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
10/01/2012 - 01/26/2016
J.P. MORGAN SECURITIES LLC (REDDING CA)
CA
09/30/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (REDDING CA)
CA
02/19/2009 - 09/27/2011
WELLS FARGO ADVISORS, LLC (REDDING CA)
CA
10/28/2008 - 02/25/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (REDDING CA)
IA
Issued 04/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
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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