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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 Ferraris is a financial advisor, registered in Texas and has been in the industry since April 1, 2002. He is currently employed by Cuso Financial Services, LP in Austin, Texas. Previously, Jeffrey David Ferraris worked for several other firms, including Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. His credentials include passing the Series 66, Series 7, Series 24 and SIE exams. Jeffrey David Ferraris specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/24/2015 - Present
Cuso Financial Services, LP (AUSTIN TX)
TX
01/03/2011 - 07/24/2015
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
09/19/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
CA
12/01/2004 - 11/21/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/13/2000 - 11/30/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 05/29/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
08/03/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/05/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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