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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 John Werner is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey has over 25 years of experience in the industry and holds Series 7, 9, 10, 63 and 66 licenses. Jeffrey has also passed the SIE exam. Jeffrey specializes in providing financial planning services, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Prior to joining Wells Fargo Clearing Services, LLC, Jeffrey worked at A. G. Edwards & Sons, Inc. Jeffrey is a registered representative in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New York, Ohio, Texas, Virginia, and Wisconsin.
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
WI
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (APPLETON WI)
WI
12/05/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (APPLETON WI)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities 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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