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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 David Crookston is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since September 7, 1993. Jeffrey David Crookston is licensed to provide investment advice in California, Texas, and other states. Jeffrey David Crookston has previously worked for WELLS FARGO INVESTMENTS, LLC, WELLS FARGO SECURITIES INC., and SMITH BARNEY INC. Jeffrey David Crookston has experience in providing investment advice to individuals, corporations, and charitable organizations. Jeffrey David Crookston is also a landlord with rental properties in Visalia, California, Grover Beach, California, and other locations. Jeffrey David Crookston's primary office is located in Fresno, California.
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
CA
06/10/2015 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VISALIA CA)
CA
03/27/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
09/08/1993 - 03/28/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
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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