Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lashway is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in New York. He is also registered as an Investment Advisor Representative in New Jersey. Jeffrey has been in the financial industry for over 30 years. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kober Financial Corp. Jeffrey holds FINRA Series 7 and Series 63 licenses, as well as the SIE and Series 65 licenses. He is also a Certified Financial Planner. Jeffrey works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. He provides a wide range of financial services including financial planning, portfolio management, and investment consulting. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (ALBANY NY)
NY
02/26/1993 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
CO
07/07/1992 - 12/24/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
NA
09/19/1991 - 07/09/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1991
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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