Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Aurand is an investment advisor representative who has been in the financial services industry since September 2003. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and has a branch office location in Rockford, IL. Prior to Wells Fargo Clearing Services, LLC, Jeffrey was with PNC INVESTMENTS for almost 9 years. Jeffrey is also licensed in 14 states.
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
IL
01/31/2023 - Present
Wells Fargo Clearing Services, LLC (ROCKFORD IL)
IL
07/02/2014 - 02/01/2023
PNC INVESTMENTS (Loves Park IL)
IL
08/20/2012 - 06/25/2014
EDWARD JONES (ROCKFORD IL)
IL
11/13/2009 - 08/09/2012
PNC INVESTMENTS (LOVES PARK IL)
IL
08/22/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (ROCKFORD IL)
IA
Issued 04/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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