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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 Francis Miller is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been a registered investment advisor for over 25 years and has a Series 7, Series 63 and SIE license. Jeffrey has experience with a wide range of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Jeffrey has been affiliated with A. G. Edwards & Sons, Inc. and Wachovia Securities, LLC in the past. Jeffrey is registered to provide investment advice in 21 states and the District of Columbia.
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.
Investment consulting services to institutional clients
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.
1
2
CA
04/05/2016 - Present
Wells Fargo Clearing Services, LLC (PALM DESERT CA)
CA
01/01/2008 - 10/29/2008
WACHOVIA SECURITIES, LLC (PALM DESERT CA)
CA
02/19/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALM DESERT CA)
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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