Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Zora is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial industry since 1986, with past experience at firms such as A.G. Edwards & Sons, Inc., Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc., and Thomson McKinnon Securities Inc. Jeffrey offers a variety of services to individual, corporate, and institutional clients, including financial planning, portfolio management, and investment consulting. Jeffrey holds the Series 7, 63, and 65 licenses.
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
PA
06/28/2011 - Present
Wells Fargo Clearing Services, LLC (CANONSBURG PA)
PA
01/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREEN TREE PA)
NY
01/02/1991 - 01/05/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
08/08/1989 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/19/1986 - 08/07/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/20/1986 - 09/30/1986
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 05/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
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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