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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 Shaver is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial industry since 1998 and holds a Series 7, Series 31, Series 63, and Series 65 license. Jeffrey is also a licensed investment advisor in Texas and Utah. Jeffrey has held previous roles with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Jeffrey is a registered investment advisor in 26 states and specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Investment Consulting Services to Institutional Clients.
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
UT
05/05/2011 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
06/01/2009 - 05/11/2011
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
10/20/1998 - 04/02/2007
MORGAN STANLEY DW INC. (SALT LAKE CITY UT)
IA
Issued 10/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1998
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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