Unclaimed
Jeffrey John Luechtefeld is a financial advisor with Benjamin F Edwards & Company, Inc. Jeffrey is a registered representative with the firm and has been in the industry since 1991. Jeffrey's career started with A.G. Edwards & Sons, Inc. and then moved to Wells Fargo Advisors. Jeffrey has a strong background in providing financial planning services and has been involved in educational seminars and financial planning for both individuals and businesses. Jeffrey is registered in 17 states, including Texas, Illinois and Missouri, and is dedicated to providing the best financial advice to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/07/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 01/13/2012
WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)
IL
09/30/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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