Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arthur Wells is a financial professional with over 30 years of experience in the industry. Wells is currently registered with Hornor, Townsend & Kent, LLC and is located in Bloomington, Minnesota. Wells has worked at various financial firms throughout their career, including ONEAMERICA SECURITIES, INC., ING FINANCIAL PARTNERS, INC., CRI SECURITIES, LLC, SECURIAN FINANCIAL SERVICES, INC., W. S. GRIFFITH & CO., INC. and PHOENIX EQUITY PLANNING CORPORATION. Wells holds Series 6, Series 63 and SIE 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.
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.
Trail commissions, distribution assistance fees
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2
MN
03/13/2020 - Present
Hornor, Townsend & Kent, LLC (BLOOMINGTON MN)
MN
08/23/2007 - 02/24/2020
ONEAMERICA SECURITIES, INC. (BLOOMINGTON MN)
MN
11/15/2005 - 08/02/2007
ING FINANCIAL PARTNERS, INC. (EAGAN MN)
MN
03/16/1995 - 11/11/2005
CRI SECURITIES, LLC (ST. PAUL MN)
MN
03/16/1995 - 11/11/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
08/30/1993 - 03/16/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
01/22/1992 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 04/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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