Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Falke is a registered representative with Wealthcare Advisory Partners LLC. He has been in the financial services industry since 1998 and has a background in providing financial planning, portfolio management and investment advisory services to individuals, businesses, charitable organizations, and pension and profit sharing plans. Jeffrey is also a registered investment advisor representative with Wealthcare Advisory Partners LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/01/2020 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
GA
09/05/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARIETTA GA)
MN
04/06/2005 - 09/04/2008
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
CT
05/18/2004 - 03/16/2005
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
WI
02/27/2004 - 04/30/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
03/10/2000 - 02/20/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
08/20/1999 - 03/07/2000
GKN SECURITIES CORP. (NEW YORK NY)
FL
07/02/1999 - 10/01/1999
THORNHILL GROUP, INC. (WESTON FL)
CT
06/04/1997 - 10/02/1997
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
IL
09/20/1995 - 05/13/1996
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
IA
Issued 10/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Falke is the right advisor for you? Invested Better is here to help.
