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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 Alen Stewart is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry since December 9, 1981 and has a diverse range of experience. Jeffrey is registered as a Broker/Dealer and Investment Advisor Representative in several states, including Connecticut, Texas, California, Florida, Georgia, and others. Jeffrey holds the Series 3, 7, 63 and 65 licenses and the SIE exam. Jeffrey's current firm, Wells Fargo Clearing Services, LLC has a total of over 1 million accounts and more than $558 billion in assets under management.
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
CT
06/10/2016 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
NY
09/25/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/10/1981 - 09/28/1984
PAINEWEBBER INCORPORATED
IA
Issued 12/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1982
Series 3 - National Commodity Futures 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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