Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steele is a financial advisor with Silverlake Wealth Management LLC, a registered investment advisor firm based in Williston, Vermont. Jeffrey is a veteran of the financial services industry with over 30 years of experience. He is committed to providing personalized financial advice and wealth management services to individuals, families, and businesses. Jeffrey has a deep understanding of financial markets and investment strategies, and he is dedicated to helping 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.
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.
1
2
VT
01/06/2017 - Present
Silverlake Wealth Management LLC (WILLISTON VT)
VT
12/06/2012 - 04/16/2020
LPL FINANCIAL LLC (WILLISTON VT)
VT
04/05/2002 - 12/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLISTON VT)
NY
01/01/1991 - 04/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Steele is the right advisor for you? Invested Better is here to help.
