Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Eichel is a financial professional with over 5 years of experience in the industry. He is currently registered with Wells Fargo Securities, LLC and has been active in the industry since June 16, 2019. Jeffrey has previously held positions with Leerink Partners LLC, Locust Walk Securities, LLC, and Venture.Co Brokerage Services LLC. He is licensed in all 50 states and the District of Columbia. Jeffrey holds the Series 63, Series 82, Series 79, and SIE licenses. He is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
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CA
07/15/2024 - Present
Wells Fargo Securities, LLC (SAN FRANCISCO CA)
MA
09/08/2020 - 06/18/2024
LEERINK PARTNERS LLC (BOSTON MA)
MA
07/25/2019 - 08/12/2020
LOCUST WALK SECURITIES, LLC (BOSTON MA)
NY
09/05/2018 - 12/03/2018
VENTURE.CO BROKERAGE SERVICES LLC (New York NY)
BC
Issued 09/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 09/05/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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