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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Coble is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since October 4, 2000. Jeffrey is registered with the state of North Carolina as both a Broker/Dealer and an Investment Advisor. Jeffrey holds several industry licenses including Series 63, Series 65, Series 7, Series 9, Series 10 and the SIE exam. Jeffrey's expertise includes portfolio management, financial planning and investment consulting. In addition to his work with Wells Fargo Clearing Services, LLC, Jeffrey is also an assistant basketball coach for Davidson Day School in Davidson, North Carolina.
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
NC
01/05/2004 - Present
Wells Fargo Clearing Services, LLC (DAVIDSON NC)
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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