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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 Crampton is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial industry since August 2004. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST® charterholder. Jeffrey is also registered as an Investment Advisor Representative in New York and Texas. Jeffrey has previously worked at MORGAN STANLEY, AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY.
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
NY
06/29/2023 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
08/26/2016 - 07/06/2023
MORGAN STANLEY (Purchase NY)
MA
08/03/2004 - 08/30/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
08/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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