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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 Wren is a financial advisor with over 30 years of experience in the industry. Currently, Jeffrey Wren is registered with LPL Financial LLC. Previously, Jeffrey Wren was associated with NATIONAL PLANNING CORPORATION, ELECTRONIC TRADING GROUP, LLC, JOHN G. KINNARD AND COMPANY, INCORPORATED, SUTRO & CO. INCORPORATED, KEMPER SECURITIES GROUP, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, and THE CHICAGO CORPORATION. Jeffrey Wren holds FINRA Series 7, 55, 63, 66, SIE, 57TO and 6TO securities licenses. Jeffrey Wren has a combined state and product exam count of 7. Jeffrey Wren has been registered as an Investment Advisor Representative in Colorado and Texas. Jeffrey Wren is also registered with the state of Colorado as an Investment Advisor Representative. Jeffrey Wren's other business activities include non-variable insurance with TRILOGY FINANCIAL SERVICES & LIFE EVENT ADVANTAGE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
CO
12/07/2022 - Present
LPL Financial LLC (LITTLETON CO)
CO
03/05/2004 - 11/29/2017
NATIONAL PLANNING CORPORATION (DENVER CO)
NY
06/28/1999 - 11/11/2003
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
MN
09/24/1991 - 07/11/1997
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
CA
04/29/1991 - 09/06/1991
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MO
09/04/1990 - 04/23/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/20/1987 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
02/26/1987 - 04/27/1987
THE CHICAGO CORPORATION
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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