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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 Monson is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry since 2001. He has licenses to provide securities and investment advice and has earned the Certified Financial Planner designation. He currently works in the SALT LAKE CITY, UT office. Prior to joining Wells Fargo Clearing Services, LLC, Jeffrey was a financial advisor with WELLS FARGO INVESTMENTS, LLC. Jeffrey is registered to provide investment advice in 30 states and is a member of FINRA.
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
UT
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
12/17/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ST. GEORGE UT)
CT
07/21/2006 - 01/02/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
03/01/2001 - 05/23/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2001
Series 6 - Investment Company Products/Variable Contracts 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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