Unclaimed
Jeffrey Ghienjoen Woei is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry for over 30 years. Jeffrey specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Jeffrey holds Series 7, 24, 63 and 65 licenses. Jeffrey has been registered with the Securities and Exchange Commission since 1989. Jeffrey has been registered with the state of Florida since 2007. Jeffrey has also been registered with the state of Texas since 2013. Jeffrey's previous experience includes roles at Citigroup Global Markets Inc., Prudential Securities Incorporated, Andrew Alen Securities, Inc., All-Tech Investment Group, Inc., B C Financial Corporation, and Blinder, Robinson & Co., Inc.
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
FL
06/24/2013 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
02/29/1996 - 07/07/2007
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
NY
03/09/1990 - 02/08/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/28/1989 - 05/21/1990
ANDREW ALEN SECURITIES, INC.
NA
01/25/1989 - 03/15/1989
ALL-TECH INVESTMENT GROUP, INC.
NA
10/17/1988 - 12/21/1988
B C FINANCIAL CORPORATION
NA
02/19/1986 - 11/02/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
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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