Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Di bono is a financial advisor with over 34 years of experience in the financial services industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Jeffrey has held previous roles with Wells Fargo Investments, LLC, Wamu Investments, Inc., Banc of America Investment Services, Inc., WM Financial Services, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Jeffrey has a diverse background in financial services, including experience in securities, investments, and insurance. Jeffrey holds Series 6, 7, 63, and 65 licenses and has been involved in providing financial advice to individuals, businesses, and institutions. Jeffrey is committed to providing personalized financial advice and helping clients 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.
1
2
CA
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
03/07/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
05/24/2005 - 03/10/2008
WAMU INVESTMENTS, INC. (LOS GATOS CA)
MA
11/24/2003 - 05/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/15/2002 - 11/26/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
10/26/1988 - 07/23/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/26/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1988
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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