Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wheeler is a registered investment advisor representative with The Wealth Collaborative, Inc. Jeffrey has been in the industry since October 2007. Jeffrey specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. The Wealth Collaborative, Inc. is a firm based in Westlake Village, California. Jeffrey's current registrations include California and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
10/01/2019 - Present
THE Wealth Collaborative, Inc. (WESTLAKE VILLAGE CA)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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