Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Elder Wherry is a financial professional with over 25 years of experience in the industry. Jeffrey is a Certified Financial Planner and Chartered Financial Consultant, and is currently registered with MAI Capital Management, LLC. Jeffrey is a registered representative in New York, Pennsylvania, and Texas. Jeffrey has a broad range of experience working with individual investors, families, and businesses. Jeffrey has also been involved in the sale of fixed insurance products.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
PA
04/19/2024 - Present
MAI Capital Management, LLC (New Castle PA)
PA
12/16/1998 - 12/19/2016
MML INVESTORS SERVICES, LLC (NEW CASTLE PA)
NY
05/09/1997 - 12/15/1998
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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