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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 Alan Nedley is a financial advisor with over 25 years of experience in the industry. Currently, Jeffrey is a Registered Representative and Investment Advisor Representative at Robert W. Baird & Co. Inc. in Steubenville, OH. Previously, Jeffrey has also worked at J.J.B. HILLIARD, W.L. LYONS, LLC and PNC INVESTMENTS. Jeffrey provides a wide range of financial services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jeffrey is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Jeffrey is licensed to provide financial services in many states. Jeffrey has the following licenses: Series 7, Series 63, Series 65, and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
01/17/2020 - Present
Robert W. Baird & Co. Inc. (Steubenville OH)
PA
01/11/2018 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Washington PA)
PA
01/01/2004 - 01/19/2018
PNC INVESTMENTS (WASHINGTON PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
08/25/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
KY
04/21/1999 - 08/22/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
01/30/1998 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NA
10/05/1994 - 07/28/1995
PNC BROKERAGE CORP
IA
Issued 10/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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