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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 Holtmeier is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since May 15, 2014. He has Series 7 and Series 66 licenses and holds registrations in 27 states. Jeffrey has experience working with clients in a variety of industries including insurance companies, charitable organizations, and high-net-worth individuals. He is dedicated to providing his 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.
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.
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2
MO
09/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (JEFFERSON CITY MO)
MO
09/12/2016 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON MO)
MO
06/01/2015 - 07/02/2016
INVESTMENT PROFESSIONALS, INC. (WASHINGTON MO)
MO
02/25/2014 - 05/22/2015
EDWARD JONES (EUREKA MO)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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