Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Isgrig is an active advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since May 1993. Jeffrey is registered with the state of Iowa and is licensed to provide investment advice in 31 states. Jeffrey has a broad range of experience in the industry, including serving as a general securities representative and a securities sales supervisor.
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
IA
12/04/2008 - Present
Wells Fargo Clearing Services, LLC (MARSHALLTOWN IA)
IA
05/10/1993 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DES MOINES IA)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/1993
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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