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Jeffrey John Sievers

Unique Wealth, LLC

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About Jeffrey John Sievers

Jeffrey John Sievers is a financial advisor with Unique Wealth, LLC located in Clearwater, Florida. Jeffrey has been a financial advisor since 2004 and has a broad background in financial planning, portfolio management for individuals, and portfolio management for businesses. Jeffrey is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Jeffrey Sievers is currently registered with Unique Wealth, LLC. Unique Wealth, LLC is a Registered Investment Advisor headquartered in Clearwater, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. As of the most recent reporting period, the firm managed approximately $626.5 million in assets for 2,063 clients.
Unique Wealth, LLC

311 PARK PLACE BLVD N

CLEARWATER, FL 33759

$626.49M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Sievers’s Registration & Firm History

FL

03/04/2021 - Present

Unique Wealth, LLC (CLEARWATER FL)

FL

02/13/2009 - 03/11/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

IA

10/02/2006 - 12/31/2008

CAMBRIDGE INVESTMENT RESEARCH, INC. (MUSCATINE IA)

IA

11/24/2004 - 10/05/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MUSCANTINE IA)

WI

03/02/1999 - 03/30/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

07/19/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 02/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/01/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey John Sievers.
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