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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 Day is a financial advisor in Sarasota, Florida. Jeffrey Day has been in the industry since August 16, 2000 and is currently registered with Wells Fargo Advisors Financial Network, LLC. Jeffrey Day has been with the firm since October 2014. Jeffrey Day's previous employment includes Morgan Stanley DW INC. and WELLS FARGO ADVISORS, LLC. Jeffrey Day is registered as an investment advisor representative in 36 states and is also a registered representative of FINRA.
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
FL
10/06/2014 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
01/06/2004 - 10/03/2014
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NY
08/17/2000 - 01/07/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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