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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 Daniel Witt is a financial advisor with Wells Fargo Clearing Services, LLC in ST. LOUIS, MO. Jeffrey has been in the financial industry since 2004. Jeffrey has held previous positions at FIRST CLEARING, LLC, WACHOVIA SECURITIES, LLC, and A. G. EDWARDS & SONS, INC. Jeffrey is registered with FINRA and the state of Missouri. Jeffrey specializes in providing investment advice to individuals, corporations, and institutions. Jeffrey is also a registered principal and has the Series 7, Series 9, Series 99, and Series 63 licenses.
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
07/22/2016 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/01/2008 - 04/16/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
07/19/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 02/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2016
Series 99 - Operations Professional 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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