Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Templeman is a financial professional with over 30 years of experience in the financial services industry. Jeffrey currently works at Wells Fargo Clearing Services, LLC and is registered as a Registered Representative in Virginia and Texas. Jeffrey has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Jeffrey's professional certifications include the Series 6, 7, 63, and 66 securities licenses. Jeffrey also holds the Chartered Financial Consultant (ChFC) designation. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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2
VA
07/01/2015 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
VA
05/18/2012 - 07/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT NEWS VA)
NY
01/17/1990 - 10/13/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/17/1990 - 10/13/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1990
Series 6 - Investment Company Products/Variable Contracts 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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