Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Whitmer is a financial advisor at Edelman Financial Engines in Fort Wayne, IN. Jeffrey has been in the industry since 1997 and has passed the Series 63, 66, 7, 9, and 10 exams. Jeffrey specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Prior to joining Edelman Financial Engines, Jeffrey worked at Charles Schwab & Co., Inc. He has a strong background in investment management, retirement planning, and insurance. Jeffrey is committed to helping his clients achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IN
11/16/2016 - Present
Edelman Financial Engines (FORT WAYNE IN)
TX
11/26/1997 - 01/17/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Whitmer is the right advisor for you? Invested Better is here to help.
