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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 Edward Gillis is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at Wealthpenn.comllc, a firm with over $1 trillion in assets under management. Prior to joining Wealthpenn.comllc, Jeffrey worked at Morgan Stanley & Co. Incorporated, UBS Financial Services Inc. and U.S. BANCORP PIPER JAFFRAY INC. Jeffrey holds a Series 7, Series 63 and Series 65 license and is registered to provide investment advice in 30 states. Jeffrey specializes in providing financial planning, portfolio management and asset allocation advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
02/05/2020 - Present
Wealthpenn.comllc (Wayzata MN)
MN
09/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYZATA MN)
MN
04/07/2000 - 10/07/2008
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MN
10/28/1993 - 04/26/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 8/5/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/3/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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