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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 Charles Shirk is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey has a broad range of experience in providing financial advice to individuals, families, and businesses. Jeffrey is also registered as an Investment Advisor Representative in New Jersey and Texas. Jeffrey has Series 7, Series 63, Series 24, and Series 65 licenses. Jeffrey's previous employment includes Edward Jones and Van Kampen Funds Inc.
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
NJ
12/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OCEAN CITY NJ)
MO
05/10/2000 - 05/27/2005
EDWARD JONES (ST. LOUIS MO)
TX
01/21/1991 - 05/09/2000
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 01/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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