Unclaimed
Jeffrey Hibbeler is a financial advisor with Exencial Wealth Advisors, a firm with offices in Huntersville, NC and Oklahoma City, OK. Jeffrey has been in the financial industry since 2000 and holds the Series 6 and Series 63 licenses. Jeffrey is also a Chartered Financial Analyst. Jeffrey provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
General consulting
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.
Revenue sharing arrangement
1
2
NC
06/09/2020 - Present
Exencial Wealth Advisors (Huntersville NC)
NE
03/12/2001 - 12/06/2001
UFS SECURITIES, L.L.C. (LINCOLN NE)
NE
05/15/2000 - 03/12/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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